iShares Core S&P 500 ETF $IVV is Orgel Wealth Management LLC’s 3rd Largest Position

Orgel Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 646,536 shares of the ETF’s stock after acquiring an additional 36,898 shares during the quarter. iShares Core S&P 500 ETF makes up 9.2% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Orgel Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $484,184,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of IVV. Atria Investments Inc raised its position in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the last quarter. M&T Bank Corp grew its position in shares of iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares during the last quarter. FDx Advisors Inc. grew its position in shares of iShares Core S&P 500 ETF by 40.7% in the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after buying an additional 4,051 shares during the last quarter. Cornerstone Planning Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after buying an additional 6,417 shares during the period. Finally, Wealthquest Corp purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $2,058,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Down 0.3%

Shares of iShares Core S&P 500 ETF stock opened at $770.74 on Tuesday. The business has a 50 day moving average of $757.80 and a 200 day moving average of $724.92. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The company has a market cap of $895.25 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.