Willingdon Wealth Management Acquires 7,100 Shares of iShares Core S&P 500 ETF (IVV)

Willingdon Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 23.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,752 shares of the company’s stock after acquiring an additional 7,100 shares during the period. iShares Core S&P 500 ETF makes up 3.0% of Willingdon Wealth Management’s investment portfolio, making the stock its 2nd largest holding. Willingdon Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $11,051,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Quad Cities Investment Group LLC purchased a new position in iShares Core S&P 500 ETF in the second quarter worth about $106,000. Front Row Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 91.4% in the second quarter. Front Row Advisors LLC now owns 402 shares of the company’s stock worth $114,000 after buying an additional 192 shares during the last quarter. LFA Lugano Financial Advisors SA purchased a new position in iShares Core S&P 500 ETF in the second quarter worth about $114,000. Kiley Juergens Wealth Management LLC purchased a new position in iShares Core S&P 500 ETF in the second quarter worth about $141,000. Finally, Rational Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 95.6% in the second quarter. Rational Advisors LLC now owns 528 shares of the company’s stock worth $144,000 after buying an additional 258 shares during the last quarter.

Shares of iShares Core S&P 500 ETF stock opened at $279.96 on Friday. iShares Core S&P 500 ETF has a 52-week low of $254.77 and a 52-week high of $296.69.

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iShares Core S&P 500 ETF 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.

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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV).

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

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