iShares Core S&P 500 ETF $IVV Stock Holdings Raised by Colton Groome Financial Advisors LLC

Colton Groome Financial Advisors LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,747 shares of the ETF’s stock after acquiring an additional 7,317 shares during the quarter. iShares Core S&P 500 ETF comprises about 18.4% of Colton Groome Financial Advisors LLC’s investment portfolio, making the stock its biggest holding. Colton Groome Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $77,923,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Olistico Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $25,000. Keenan LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $26,000. Punch & Associates Investment Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after buying an additional 14 shares during the last quarter. Montgomery Financial Services LLC bought a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $32,000. Finally, Allied Private Wealth LLC bought a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $33,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock traded up $4.93 during mid-day trading on Tuesday, reaching $783.18. The stock had a trading volume of 1,021,413 shares, compared to its average volume of 7,931,544. The company has a market capitalization of $901.49 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average price of $768.47 and a two-hundred day moving average price of $739.88. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03.

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.