iShares Core S&P 500 ETF (IVV) Position Raised by Orgel Wealth Management LLC

Orgel Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,222 shares of the company’s stock after purchasing an additional 2,007 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.6% of Orgel Wealth Management LLC’s holdings, making the stock its 4th largest holding. Orgel Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $5,920,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in IVV. Quad Cities Investment Group LLC acquired a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at $106,000. Front Row Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 91.4% during the 2nd quarter. Front Row Advisors LLC now owns 402 shares of the company’s stock valued at $114,000 after purchasing an additional 192 shares in the last quarter. LFA Lugano Financial Advisors SA acquired a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at $114,000. Kiley Juergens Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at $141,000. Finally, Rational Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 95.6% in the 2nd quarter. Rational Advisors LLC now owns 528 shares of the company’s stock valued at $144,000 after buying an additional 258 shares during the period.

NYSEARCA IVV opened at $278.03 on Friday. iShares Core S&P 500 ETF has a 52 week low of $254.77 and a 52 week high of $296.69.

The company also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were paid a $1.2774 dividend. The ex-dividend date was Wednesday, September 26th. This represents a $5.11 annualized dividend and a dividend yield of 1.84%.

About iShares Core S&P 500 ETF

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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