iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Stephenson & Company Inc.

Stephenson & Company Inc. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 34,166 shares of the company’s stock after buying an additional 1,112 shares during the period. iShares Core S&P 500 ETF makes up approximately 13.5% of Stephenson & Company Inc.’s holdings, making the stock its 3rd biggest holding. Stephenson & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $20,113,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. International Assets Investment Management LLC raised its position in iShares Core S&P 500 ETF by 67,668.9% in the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after buying an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $5,813,061,000. JPMorgan Chase & Co. lifted its position in shares of iShares Core S&P 500 ETF by 11.7% in the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. Assetmark Inc. boosted its holdings in iShares Core S&P 500 ETF by 788.4% during the third quarter. Assetmark Inc. now owns 1,179,310 shares of the company’s stock worth $680,249,000 after purchasing an additional 1,046,567 shares during the last quarter. Finally, Alaska Permanent Fund Corp grew its position in iShares Core S&P 500 ETF by 40.8% in the fourth quarter. Alaska Permanent Fund Corp now owns 1,995,000 shares of the company’s stock valued at $1,174,417,000 after purchasing an additional 577,916 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $604.66 on Monday. The company’s 50-day moving average price is $600.42 and its two-hundred day moving average price is $579.33. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79. The stock has a market capitalization of $521.76 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.