Trifecta Capital Advisors LLC Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Trifecta Capital Advisors LLC Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)


Trifecta Capital Advisors LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,048 shares of the company’s stock after purchasing an additional 2,042 shares during the period. iShares Core S&P 500 ETF makes up about 3.3% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Trifecta Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $13,694,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Envestnet Asset Management Inc. increased its position in shares of iShares Core S&P 500 ETF by 3.4% in the 4th quarter. Envestnet Asset Management Inc. now owns 33,734,819 shares of the company’s stock valued at $16,112,762,000 after buying an additional 1,118,746 shares in the last quarter. Creative Planning grew its stake in iShares Core S&P 500 ETF by 0.7% in the fourth quarter. Creative Planning now owns 20,109,262 shares of the company’s stock valued at $93,763,000 after acquiring an additional 146,157 shares during the period. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P 500 ETF by 86.9% in the third quarter. JPMorgan Chase & Co. now owns 17,890,478 shares of the company’s stock worth $7,682,737,000 after acquiring an additional 8,316,251 shares in the last quarter. Morgan Stanley increased its holdings in shares of iShares Core S&P 500 ETF by 42.9% in the third quarter. Morgan Stanley now owns 17,592,483 shares of the company’s stock worth $7,554,741,000 after acquiring an additional 5,277,616 shares in the last quarter. Finally, First Command Advisory Services Inc. raised its position in shares of iShares Core S&P 500 ETF by 0.6% during the fourth quarter. First Command Advisory Services Inc. now owns 8,925,508 shares of the company’s stock worth $4,264,117,000 after purchasing an additional 50,070 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $547.23 on Friday. The stock has a 50 day simple moving average of $529.89 and a 200 day simple moving average of $509.79. iShares Core S&P 500 ETF has a 52-week low of $411.02 and a 52-week high of $553.25. The firm has a market capitalization of $472.20 billion, a PE ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)



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