iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Increased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 93,374 shares of the company’s stock after acquiring an additional 14,556 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.5% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 9th biggest holding. Concurrent Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $54,967,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in IVV. First National Bank & Trust Co. of Newtown increased its position in iShares Core S&P 500 ETF by 24.3% during the fourth quarter. First National Bank & Trust Co. of Newtown now owns 2,151 shares of the company’s stock worth $1,266,000 after purchasing an additional 420 shares during the last quarter. Advyzon Investment Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $3,544,000. WealthBridge Capital Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.1% during the 4th quarter. WealthBridge Capital Management LLC now owns 59,756 shares of the company’s stock worth $35,177,000 after buying an additional 2,354 shares during the last quarter. Unionview LLC raised its position in shares of iShares Core S&P 500 ETF by 1.0% in the 4th quarter. Unionview LLC now owns 3,138 shares of the company’s stock worth $1,848,000 after buying an additional 32 shares during the period. Finally, Ieq Capital LLC raised its position in shares of iShares Core S&P 500 ETF by 3.0% in the 4th quarter. Ieq Capital LLC now owns 119,928 shares of the company’s stock worth $70,599,000 after buying an additional 3,468 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.4 %

IVV stock opened at $613.46 on Friday. The company has a market cap of $529.35 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a 50-day moving average price of $601.22 and a two-hundred day moving average price of $584.94. iShares Core S&P 500 ETF has a 12-month low of $495.94 and a 12-month high of $616.22.

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.