Orion Porfolio Solutions LLC Has $298.98 Million Stock Position in iShares Core S&P 500 ETF $IVV

Orion Porfolio Solutions LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 17.2% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 446,709 shares of the company’s stock after acquiring an additional 65,653 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.3% of Orion Porfolio Solutions LLC’s investment portfolio, making the stock its 2nd largest position. Orion Porfolio Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $298,983,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core S&P 500 ETF by 3.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after purchasing an additional 1,190,963 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 0.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after buying an additional 201,983 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of iShares Core S&P 500 ETF by 18.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after buying an additional 4,378,977 shares in the last quarter. Creative Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Creative Planning now owns 22,229,974 shares of the company’s stock worth $13,802,591,000 after acquiring an additional 398,230 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after acquiring an additional 601,254 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $688.28 on Thursday. The firm has a market capitalization of $756.56 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97. The firm has a fifty day moving average of $691.39 and a 200 day moving average of $677.76.

About iShares Core S&P 500 ETF

(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. 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.

Further Reading

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

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