Triad Wealth Partners LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV

Triad Wealth Partners LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 2.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,091 shares of the company’s stock after buying an additional 80 shares during the quarter. Triad Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $1,919,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Bank of Finland grew its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock worth $290,567,000 after purchasing an additional 1,592 shares during the period. Dynasty Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 0.5% during the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock valued at $466,533,000 after buying an additional 4,478 shares in the last quarter. Mayfair Advisory Group LLC grew its stake in iShares Core S&P 500 ETF by 0.6% during the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock worth $2,243,000 after buying an additional 25 shares during the period. D Orazio & Associates Inc. grew its stake in iShares Core S&P 500 ETF by 9.9% during the first quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock worth $355,000 after buying an additional 57 shares during the period. Finally, STAR Financial Bank grew its stake in iShares Core S&P 500 ETF by 98.8% during the first quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock worth $1,641,000 after buying an additional 1,452 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

IVV opened at $672.42 on Friday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $675.93. The company has a 50 day moving average of $651.25 and a two-hundred day moving average of $607.04. The company has a market cap of $704.39 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.

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

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