Watershed Private Wealth LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 67,435 shares of the company’s stock after purchasing an additional 3,759 shares during the period. iShares Core S&P 500 ETF makes up 14.3% of Watershed Private Wealth LLC’s portfolio, making the stock its biggest position. Watershed Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $45,134,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also modified their holdings of IVV. Fortitude Family Office LLC lifted its stake in iShares Core S&P 500 ETF by 13.4% in the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after acquiring an additional 5,800 shares during the last quarter. Legacy Wealth Management Inc raised its holdings in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after purchasing an additional 7,487 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after purchasing an additional 974 shares in the last quarter. Cobblestone Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 10.1% in the 3rd quarter. Cobblestone Asset Management LLC now owns 21,216 shares of the company’s stock valued at $14,200,000 after purchasing an additional 1,941 shares during the last quarter. Finally, Spinnaker Investment Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $627,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
iShares Core S&P 500 ETF stock opened at $686.19 on Friday. The company has a market capitalization of $720.16 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $694.70. The company’s fifty day moving average price is $682.57 and its two-hundred day moving average price is $658.55.
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.
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