iShares Core S&P 500 ETF $IVV Shares Purchased by Lee Kelleher Wealth Management

Lee Kelleher Wealth Management boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,761 shares of the company’s stock after purchasing an additional 1,188 shares during the quarter. iShares Core S&P 500 ETF makes up 19.3% of Lee Kelleher Wealth Management’s portfolio, making the stock its biggest holding. Lee Kelleher Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $31,297,000 at the end of the most recent quarter.

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

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $697.08 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $698.37. The business has a 50 day moving average price of $683.17 and a 200 day moving average price of $661.77. The company has a market capitalization of $763.20 billion, a P/E ratio of 25.10 and a beta of 1.00.

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. 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.