iShares Core S&P 500 ETF $IVV is Windsor Capital Management LLC’s Largest Position

Windsor Capital Management LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 59,122 shares of the ETF’s stock after purchasing an additional 787 shares during the period. iShares Core S&P 500 ETF comprises approximately 11.5% of Windsor Capital Management LLC’s portfolio, making the stock its largest position. Windsor Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $44,276,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Belpointe Asset Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Atria Investments Inc lifted its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after purchasing an additional 30,777 shares during the last quarter. M&T Bank Corp grew its stake in shares of iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after purchasing an additional 10,723 shares in the last quarter. FDx Advisors Inc. grew its stake in shares of iShares Core S&P 500 ETF by 40.7% during the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after purchasing an additional 4,051 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its holdings in iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after buying an additional 6,417 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $776.73 on Friday. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $780.64. The stock has a market cap of $902.21 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average is $750.05 and its two-hundred day moving average is $715.73.

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.