Stonebridge Financial Group LLC Has $1.84 Million Position in iShares Core S&P 500 ETF $IVV

Stonebridge Financial Group LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 413.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,692 shares of the company’s stock after purchasing an additional 2,168 shares during the quarter. Stonebridge Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $1,844,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Baron Silver Stevens Financial Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 86,874 shares of the company’s stock worth $59,504,000 after purchasing an additional 729 shares in the last quarter. BXM Wealth LLC increased its holdings in iShares Core S&P 500 ETF by 223.7% during the 4th quarter. BXM Wealth LLC now owns 1,408 shares of the company’s stock worth $964,000 after purchasing an additional 973 shares in the last quarter. CV Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 268.5% during the 4th quarter. CV Advisors LLC now owns 1,662 shares of the company’s stock worth $1,203,000 after purchasing an additional 1,211 shares in the last quarter. Secure Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Secure Asset Management LLC now owns 21,488 shares of the company’s stock worth $14,718,000 after purchasing an additional 255 shares in the last quarter. Finally, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co bought a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $204,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $661.86 on Tuesday. The stock has a 50 day moving average price of $677.90 and a two-hundred day moving average price of $679.73. The firm has a market capitalization of $729.93 billion, a P/E 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.

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.