iShares Core S&P 500 ETF $IVV Holdings Boosted by Atlantic Family Wealth LLC

Atlantic Family Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 52,094 shares of the ETF’s stock after buying an additional 974 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 24.6% of Atlantic Family Wealth LLC’s portfolio, making the stock its biggest holding. Atlantic Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $34,028,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Keenan LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $26,000. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth $29,000. GS Investments Inc. raised its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after purchasing an additional 20 shares during the period. Palouse Capital Management Inc. purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $38,000. Finally, Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at $39,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $745.36 on Tuesday. The stock has a 50-day simple moving average of $748.36 and a two-hundred day simple moving average of $709.80. iShares Core S&P 500 ETF has a 52-week low of $622.31 and a 52-week high of $764.00. The firm has a market capitalization of $879.26 billion, a PE ratio of 25.10 and a beta of 1.00.

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.