Nations Financial Group Inc. IA ADV Raises Stake in iShares Core S&P 500 ETF $IVV

Nations Financial Group Inc. IA ADV grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,937 shares of the company’s stock after buying an additional 984 shares during the period. iShares Core S&P 500 ETF accounts for 2.5% of Nations Financial Group Inc. IA ADV’s investment portfolio, making the stock its largest position. Nations Financial Group Inc. IA ADV’s holdings in iShares Core S&P 500 ETF were worth $48,297,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in IVV. Nicollet Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the period. Anchor Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the period. Wealth Effects LLC boosted its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $750.11 on Monday. The firm has a market cap of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average is $734.01 and its 200-day moving average is $700.78. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

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.