Inman Jager Wealth Management LLC Raises Holdings in iShares Core S&P 500 ETF $IVV

Inman Jager Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,919 shares of the company’s stock after purchasing an additional 3,522 shares during the quarter. iShares Core S&P 500 ETF accounts for 9.5% of Inman Jager Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Inman Jager Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,277,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in IVV. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at about $331,591,000. Bison Wealth LLC raised its holdings in shares of 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 period. Schnieders Capital Management LLC. lifted its position in shares of 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 valued at $3,512,000 after buying an additional 45 shares during the last quarter. First Trust Advisors LP boosted its position in iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after purchasing an additional 2,105 shares during the period. Finally, Sei Investments Co. boosted its holdings 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 worth $5,250,000 after buying an additional 97 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $749.10 on Thursday. The stock has a fifty day moving average of $740.89 and a 200-day moving average of $703.77. The stock has a market cap of $888.13 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $619.58 and a fifty-two 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.