iShares Core S&P 500 ETF $IVV Shares Bought by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.7% during the 4th quarter, Holdings Channel reports. The firm owned 82,180 shares of the company’s stock after acquiring an additional 6,575 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.2% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest position. JFS Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $56,289,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after buying an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. increased its position in shares of iShares Core S&P 500 ETF by 0.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after acquiring an additional 201,983 shares during the period. Marshall Wace LLP raised its stake in iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares during the last quarter. Creative Planning raised its stake in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its position in iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after acquiring an additional 601,254 shares during the period. Institutional investors and hedge funds 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 $636.99 on Friday. The business’s 50-day simple moving average is $682.25 and its two-hundred day simple moving average is $679.70. The company has a market cap of $700.18 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 $484.00 and a fifty-two week high of $700.97.

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.