iShares Core S&P 500 ETF $IVV Shares Purchased by Accredited Wealth Management LLC

Accredited Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7,302.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,215 shares of the company’s stock after purchasing an additional 10,077 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.6% of Accredited Wealth Management LLC’s holdings, making the stock its 4th biggest position. Accredited Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,837,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Allianz SE raised its position in iShares Core S&P 500 ETF by 3.6% in the third quarter. Allianz SE now owns 1,640,740 shares of the company’s stock worth $1,098,147,000 after acquiring an additional 56,458 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth $140,553,000. Whalerock Point Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 3.0% during the 3rd quarter. Whalerock Point Partners LLC now owns 15,812 shares of the company’s stock worth $10,583,000 after purchasing an additional 466 shares in the last quarter. Pacific Financial Group Inc. grew its stake in shares of iShares Core S&P 500 ETF by 5.9% during the 3rd quarter. Pacific Financial Group Inc. now owns 32,685 shares of the company’s stock worth $21,876,000 after purchasing an additional 1,814 shares during the period. Finally, Banco Santander S.A. increased its holdings in shares of iShares Core S&P 500 ETF by 4.8% in the 3rd quarter. Banco Santander S.A. now owns 95,756 shares of the company’s stock valued at $64,089,000 after purchasing an additional 4,366 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.4%

Shares of NYSEARCA IVV opened at $689.38 on Friday. The stock has a market capitalization of $757.77 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm has a 50-day moving average price of $691.61 and a 200 day moving average price of $676.71.

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. 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.