Ferguson Wellman Capital Management Inc. Boosts Holdings in iShares Core S&P 500 ETF $IVV

Ferguson Wellman Capital Management Inc. increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.6% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 209,913 shares of the company’s stock after purchasing an additional 7,366 shares during the period. iShares Core S&P 500 ETF makes up about 1.9% of Ferguson Wellman Capital Management Inc.’s holdings, making the stock its 14th biggest holding. Ferguson Wellman Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $137,117,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Anchor Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the period. Wealth Effects LLC boosted its holdings in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares during the period. West Wealth Group LLC boosted its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management grew its position in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after purchasing an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

IVV stock traded up $3.06 during midday trading on Friday, hitting $758.11. The company had a trading volume of 4,650,916 shares, compared to its average volume of 8,617,790. The stock has a market cap of $895.93 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $621.05 and a 52 week high of $764.00. The stock’s 50 day moving average price is $746.21 and its 200 day moving average price is $707.12.

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.