Kelleher Financial Advisors lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 69,223 shares of the company’s stock after buying an additional 6,513 shares during the quarter. iShares Core S&P 500 ETF makes up about 31.2% of Kelleher Financial Advisors’ holdings, making the stock its biggest holding. Kelleher Financial Advisors’ holdings in iShares Core S&P 500 ETF were worth $30,854,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Ironwood Wealth Management LLC. lifted its stake in iShares Core S&P 500 ETF by 6.1% during the 1st quarter. Ironwood Wealth Management LLC. now owns 77,088 shares of the company’s stock valued at $34,974,000 after acquiring an additional 4,405 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its stake in iShares Core S&P 500 ETF by 5.0% during the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 895,194 shares of the company’s stock valued at $406,141,000 after acquiring an additional 42,292 shares during the period. Roundview Capital LLC lifted its stake in iShares Core S&P 500 ETF by 7.3% during the 1st quarter. Roundview Capital LLC now owns 10,642 shares of the company’s stock valued at $4,828,000 after acquiring an additional 728 shares during the period. Great West Life Assurance Co. Can lifted its stake in iShares Core S&P 500 ETF by 247.7% during the 1st quarter. Great West Life Assurance Co. Can now owns 911 shares of the company’s stock valued at $423,000 after acquiring an additional 649 shares during the period. Finally, Laurel Wealth Advisors Inc. lifted its stake in iShares Core S&P 500 ETF by 27.1% during the 1st quarter. Laurel Wealth Advisors Inc. now owns 16,516 shares of the company’s stock valued at $7,493,000 after acquiring an additional 3,523 shares during the period.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $451.84 on Friday. The company’s 50-day simple moving average is $434.92 and its two-hundred day simple moving average is $436.96. iShares Core S&P 500 ETF has a 52-week low of $376.49 and a 52-week high of $461.88. The stock has a market capitalization of $349.57 billion, a P/E ratio of 18.43 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.
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