iShares Core S&P 500 ETF (NYSEARCA:IVV) is BSW Wealth Partners’ Largest Position

BSW Wealth Partners lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 173,395 shares of the company’s stock after acquiring an additional 3,990 shares during the period. iShares Core S&P 500 ETF accounts for 15.6% of BSW Wealth Partners’ portfolio, making the stock its largest position. BSW Wealth Partners’ holdings in iShares Core S&P 500 ETF were worth $94,887,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its position in shares of iShares Core S&P 500 ETF by 60.7% in the 1st quarter. JPMorgan Chase & Co. now owns 20,161,417 shares of the company’s stock worth $10,599,462,000 after purchasing an additional 7,615,287 shares in the last quarter. Alberta Investment Management Corp acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $1,128,876,000. Pathstone Holdings LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $1,083,439,000. Cetera Investment Advisers raised its stake in shares of iShares Core S&P 500 ETF by 109.4% during the 1st quarter. Cetera Investment Advisers now owns 2,265,933 shares of the company’s stock worth $1,191,269,000 after buying an additional 1,183,770 shares during the period. Finally, Bank of Nova Scotia grew its stake in iShares Core S&P 500 ETF by 4,197.5% in the 4th quarter. Bank of Nova Scotia now owns 1,193,203 shares of the company’s stock valued at $569,890,000 after acquiring an additional 1,165,438 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.3 %

NYSEARCA:IVV traded up $1.78 during trading hours on Wednesday, reaching $546.81. 4,114,302 shares of the company were exchanged, compared to its average volume of 5,113,324. The firm has a market cap of $471.84 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $411.02 and a twelve month high of $568.24. The stock’s 50-day moving average is $547.22 and its 200-day moving average is $525.98.

iShares Core S&P 500 ETF Company 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.