iShares S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Legacy Financial Advisors Inc.


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Legacy Financial Advisors Inc. increased its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 7.5% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 6,391 shares of the company’s stock after purchasing an additional 447 shares during the period. iShares S&P 500 ETF makes up approximately 0.7% of Legacy Financial Advisors Inc.’s investment portfolio, making the stock its 13th largest position. Legacy Financial Advisors Inc.’s holdings in iShares S&P 500 ETF were worth $2,542,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Joseph P. Lucia & Associates LLC purchased a new position in iShares S&P 500 ETF in the 4th quarter valued at approximately $27,000. Powell Investment Advisors LLC acquired a new stake in shares of iShares S&P 500 ETF in the 1st quarter valued at $27,000. Perennial Advisors LLC acquired a new stake in shares of iShares S&P 500 ETF in the 4th quarter valued at $29,000. Horizon Financial Services LLC acquired a new stake in shares of iShares S&P 500 ETF in the 1st quarter valued at $33,000. Finally, Adirondack Trust Co. acquired a new stake in shares of iShares S&P 500 ETF in the 1st quarter valued at $45,000.

Shares of IVV opened at $419.78 on Tuesday. iShares S&P 500 ETF has a twelve month low of $275.00 and a twelve month high of $422.28. The firm’s fifty day simple moving average is $407.20 and its 200-day simple moving average is $380.12.

About iShares 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.

See Also: Compound Interest and Why It Matters When Investing

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

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