Liberty Wealth Management LLC Has $747.09 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Liberty Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1,086.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,365,215 shares of the company’s stock after buying an additional 1,250,143 shares during the quarter. iShares Core S&P 500 ETF comprises 18.5% of Liberty Wealth Management LLC’s portfolio, making the stock its biggest holding. Liberty Wealth Management LLC owned 0.16% of iShares Core S&P 500 ETF worth $747,087,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IVV. Choreo LLC raised its position in shares of iShares Core S&P 500 ETF by 40.2% in the second quarter. Choreo LLC now owns 138,197 shares of the company’s stock valued at $75,778,000 after purchasing an additional 39,605 shares during the period. Wedbush Securities Inc. grew its stake in iShares Core S&P 500 ETF by 6.1% in the 2nd quarter. Wedbush Securities Inc. now owns 65,664 shares of the company’s stock valued at $35,933,000 after buying an additional 3,751 shares during the last quarter. Roof Eidam Maycock Peralta LLC grew its stake in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 21,538 shares of the company’s stock valued at $11,786,000 after buying an additional 165 shares during the last quarter. Vista Finance LLC raised its holdings in iShares Core S&P 500 ETF by 2.1% in the 2nd quarter. Vista Finance LLC now owns 2,813 shares of the company’s stock worth $1,539,000 after acquiring an additional 57 shares during the period. Finally, Fiduciary Planning LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter worth $3,956,000.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $546.98 on Monday. The stock has a market capitalization of $471.99 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company has a 50-day moving average of $552.50 and a two-hundred day moving average of $533.72. iShares Core S&P 500 ETF has a 52-week low of $411.02 and a 52-week high of $568.24.

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.