iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 69,825 shares of the company’s stock after acquiring an additional 6,444 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 2.7% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. JFS Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $40,276,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of IVV. Sumitomo Mitsui Trust Holdings Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 9.3% during the first quarter. Sumitomo Mitsui Trust Holdings Inc. now owns 163,547 shares of the company’s stock worth $85,982,000 after purchasing an additional 13,966 shares during the last quarter. TCP Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 36.8% during the first quarter. TCP Asset Management LLC now owns 104,284 shares of the company’s stock worth $54,825,000 after purchasing an additional 28,051 shares during the last quarter. Valley National Advisers Inc. boosted its holdings in iShares Core S&P 500 ETF by 23.1% in the first quarter. Valley National Advisers Inc. now owns 7,201 shares of the company’s stock valued at $3,785,000 after acquiring an additional 1,351 shares during the last quarter. True Link Financial Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 9.0% in the first quarter. True Link Financial Advisors LLC now owns 266,102 shares of the company’s stock valued at $139,898,000 after acquiring an additional 21,997 shares during the last quarter. Finally, Westside Investment Management Inc. boosted its holdings in iShares Core S&P 500 ETF by 10.8% in the first quarter. Westside Investment Management Inc. now owns 634 shares of the company’s stock valued at $333,000 after acquiring an additional 62 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $582.67 on Thursday. The business’s 50 day simple moving average is $571.29 and its 200 day simple moving average is $548.85. iShares Core S&P 500 ETF has a one year low of $416.07 and a one year high of $588.93. The stock has a market capitalization of $502.79 billion, a PE ratio of 25.23 and a beta of 0.99.

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.