iShares Core S&P 500 ETF $IVV is Stratos Wealth Partners LTD.’s 4th Largest Position

Stratos Wealth Partners LTD. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 339,315 shares of the company’s stock after purchasing an additional 17,796 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 2.7% of Stratos Wealth Partners LTD.’s investment portfolio, making the stock its 4th largest position. Stratos Wealth Partners LTD.’s holdings in iShares Core S&P 500 ETF were worth $227,104,000 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. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares in the last quarter. PDS Planning Inc boosted its position in iShares Core S&P 500 ETF by 4.0% in the 2nd quarter. PDS Planning Inc now owns 148,555 shares of the company’s stock valued at $92,238,000 after buying an additional 5,759 shares during the period. Blue Zone Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 12.8% in the 2nd quarter. Blue Zone Wealth Advisors LLC now owns 548 shares of the company’s stock valued at $340,000 after buying an additional 62 shares during the period. Finally, JFS Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.7% in the second quarter. JFS Wealth Advisors LLC now owns 77,357 shares of the company’s stock worth $48,031,000 after acquiring an additional 1,264 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.3%

Shares of NYSEARCA:IVV opened at $695.15 on Wednesday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The company’s 50 day moving average is $690.52 and its two-hundred day moving average is $672.39. The company has a market cap of $764.11 billion, a PE ratio of 25.10 and a beta of 1.00.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.