Aznar Financial Advisors LLC Makes New $3.80 Million Investment in iShares Core S&P 500 ETF $IVV

Aznar Financial Advisors LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 5,543 shares of the company’s stock, valued at approximately $3,797,000. iShares Core S&P 500 ETF makes up approximately 3.6% of Aznar Financial Advisors LLC’s portfolio, making the stock its 10th biggest holding.

A number of other institutional investors also recently modified their holdings of the stock. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares in the last quarter. First Trust Advisors LP lifted its holdings in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. boosted its position in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $750.11 on Friday. The business’s fifty day moving average price is $732.59 and its two-hundred day moving average price is $700.32. The firm has a market capitalization of $828.31 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 $594.71 and a 52 week high of $764.00.

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.