Geneos Wealth Management Inc. Grows Holdings in iShares Core S&P 500 ETF $IVV

Geneos Wealth Management Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 207,500 shares of the ETF’s stock after acquiring an additional 10,454 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.1% of Geneos Wealth Management Inc.’s holdings, making the stock its largest position. Geneos Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $135,541,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Wealth Effects LLC grew its holdings in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after acquiring an additional 15 shares during the last quarter. West Wealth Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after acquiring an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after acquiring an additional 15 shares during the last quarter. Gratus Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after purchasing an additional 15 shares during the period. Finally, Bridgewealth Advisory Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after purchasing an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.4%

Shares of iShares Core S&P 500 ETF stock opened at $758.39 on Thursday. The stock has a market cap of $894.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $621.05 and a twelve month high of $764.00. The company’s fifty day moving average is $747.80 and its 200 day moving average is $708.58.

iShares Core S&P 500 ETF Company Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.