iShares Core S&P 500 ETF $IVV is Kingswood Wealth Advisors LLC’s 10th Largest Position

Kingswood Wealth Advisors LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 32,006 shares of the company’s stock after acquiring an additional 3,138 shares during the period. iShares Core S&P 500 ETF comprises 1.3% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $21,421,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. Nvwm LLC grew its stake in shares of iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares in the last quarter. Hager Investment Management Services LLC acquired a new position in iShares Core S&P 500 ETF in the 2nd quarter valued at about $61,000. Rice Partnership LLC grew its position in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after acquiring an additional 92 shares in the last quarter. Creative Capital Management Investments LLC purchased a new stake in iShares Core S&P 500 ETF during the second quarter worth about $80,000. Finally, Missouri Trust & Investment Co lifted its position in shares of iShares Core S&P 500 ETF by 33.0% during the second quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock worth $83,000 after purchasing an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $697.08 on Friday. The firm has a market cap of $763.20 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $683.17 and a 200-day simple moving average of $661.77. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $698.37.

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.