iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,558 shares of the company’s stock after acquiring an additional 60 shares during the period. iShares Core S&P 500 ETF accounts for about 1.0% of Blue Bell Private Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Blue Bell Private Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,683,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Russell Investments Group Ltd. boosted its stake in shares of iShares Core S&P 500 ETF by 26.5% in the fourth quarter. Russell Investments Group Ltd. now owns 215 shares of the company’s stock valued at $103,000 after purchasing an additional 45 shares during the period. Vantage Financial Partners LLC grew its position in shares of iShares Core S&P 500 ETF by 45.3% in the 4th quarter. Vantage Financial Partners LLC now owns 37,601 shares of the company’s stock valued at $17,959,000 after buying an additional 11,715 shares during the last quarter. Accretive Wealth Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.4% in the 4th quarter. Accretive Wealth Partners LLC now owns 1,524 shares of the company’s stock valued at $728,000 after purchasing an additional 64 shares during the last quarter. Kovitz Investment Group Partners LLC lifted its stake in iShares Core S&P 500 ETF by 1.8% in the fourth quarter. Kovitz Investment Group Partners LLC now owns 8,334 shares of the company’s stock valued at $3,980,000 after buying an additional 149 shares during the last quarter. Finally, American Planning Services Inc. purchased a new position in iShares Core S&P 500 ETF during the 4th quarter worth $201,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $552.52 on Friday. The stock has a fifty day moving average price of $552.58 and a 200 day moving average price of $532.95. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $568.24. The company has a market cap of $476.77 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.