iShares Core S&P 500 ETF $IVV is Beaumont Asset Management L.L.C.’s Largest Position

Beaumont Asset Management L.L.C. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 93,364 shares of the company’s stock after buying an additional 5,736 shares during the quarter. iShares Core S&P 500 ETF accounts for 27.5% of Beaumont Asset Management L.L.C.’s holdings, making the stock its largest holding. Beaumont Asset Management L.L.C.’s holdings in iShares Core S&P 500 ETF were worth $60,986,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $26,000. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $29,000. GS Investments Inc. lifted its holdings in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after buying an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $38,000. Finally, Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $39,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $730.17 on Monday. The firm has a market capitalization of $806.29 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $613.79 and a twelve month high of $764.00. The stock’s fifty day simple moving average is $738.65 and its 200-day simple moving average is $702.56.

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.