Johnson Financial Group Inc. Raises Stake in Ishares S&P 500 (IVV)

Johnson Financial Group Inc. lifted its holdings in shares of Ishares S&P 500 (NYSEARCA:IVV) by 20.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 244,778 shares of the company’s stock after buying an additional 41,841 shares during the quarter. Ishares S&P 500 comprises approximately 7.8% of Johnson Financial Group Inc.’s investment portfolio, making the stock its 2nd biggest holding. Johnson Financial Group Inc.’s holdings in Ishares S&P 500 were worth $64,956,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. CNB Bank acquired a new position in Ishares S&P 500 during the fourth quarter valued at approximately $299,000. Sequoia Financial Advisors LLC grew its holdings in Ishares S&P 500 by 14.4% during the fourth quarter. Sequoia Financial Advisors LLC now owns 17,765 shares of the company’s stock valued at $4,776,000 after purchasing an additional 2,238 shares during the period. Moller Financial Services grew its holdings in Ishares S&P 500 by 1.0% during the fourth quarter. Moller Financial Services now owns 127,119 shares of the company’s stock valued at $34,176,000 after purchasing an additional 1,241 shares during the period. Sawtooth Solutions LLC grew its holdings in Ishares S&P 500 by 140.3% during the fourth quarter. Sawtooth Solutions LLC now owns 54,046 shares of the company’s stock valued at $14,530,000 after purchasing an additional 31,559 shares during the period. Finally, Rezny Wealth Management Inc. grew its holdings in Ishares S&P 500 by 3.3% during the fourth quarter. Rezny Wealth Management Inc. now owns 63,241 shares of the company’s stock valued at $17,002,000 after purchasing an additional 2,026 shares during the period.

Shares of NYSEARCA IVV opened at $273.88 on Friday. Ishares S&P 500 has a 52-week low of $272.52 and a 52-week high of $273.81.

Ishares S&P 500 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.

Institutional Ownership by Quarter for Ishares S&P 500 (NYSEARCA:IVV)

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