iShares S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Beaumont Financial Partners LLC

Beaumont Financial Partners LLC lifted its holdings in iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 2.5% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 49,409 shares of the company’s stock after purchasing an additional 1,193 shares during the period. iShares S&P 500 ETF makes up 1.7% of Beaumont Financial Partners LLC’s holdings, making the stock its 11th biggest holding. Beaumont Financial Partners LLC’s holdings in iShares S&P 500 ETF were worth $22,416,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Wealthspire Advisors LLC grew its holdings in shares of iShares S&P 500 ETF by 14.9% in the first quarter. Wealthspire Advisors LLC now owns 1,403,224 shares of the company’s stock valued at $636,629,000 after purchasing an additional 181,757 shares in the last quarter. Mycio Wealth Partners LLC grew its holdings in shares of iShares S&P 500 ETF by 8.7% in the first quarter. Mycio Wealth Partners LLC now owns 22,713 shares of the company’s stock valued at $10,304,000 after purchasing an additional 1,826 shares in the last quarter. Lake Street Financial LLC acquired a new position in shares of iShares S&P 500 ETF in the first quarter valued at approximately $6,254,000. Meitav Dash Investments Ltd. grew its holdings in iShares S&P 500 ETF by 25.6% during the 1st quarter. Meitav Dash Investments Ltd. now owns 145,091 shares of the company’s stock worth $65,397,000 after acquiring an additional 29,566 shares in the last quarter. Finally, Perennial Investment Advisors LLC grew its holdings in iShares S&P 500 ETF by 83.3% during the 1st quarter. Perennial Investment Advisors LLC now owns 7,345 shares of the company’s stock worth $3,329,000 after acquiring an additional 3,337 shares in the last quarter.

iShares S&P 500 ETF Trading Down 0.2 %

NYSEARCA IVV traded down $0.73 on Friday, hitting $415.59. 2,971,294 shares of the stock were exchanged, compared to its average volume of 7,187,645. iShares S&P 500 ETF has a fifty-two week low of $364.03 and a fifty-two week high of $482.07. The company has a 50-day moving average price of $393.95 and a 200-day moving average price of $419.88.

iShares S&P 500 ETF Company Profile

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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.

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Institutional Ownership by Quarter for iShares S&P 500 ETF (NYSEARCA:IVV)

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