iShares Core S&P 500 ETF $IVV Stake Raised by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 24.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 199,808 shares of the ETF’s stock after acquiring an additional 38,928 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.3% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 8th largest position. Concurrent Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $149,635,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Heck Capital Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $331,591,000. Bison Wealth LLC grew its position in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. grew its position in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after acquiring an additional 45 shares during the last quarter. First Trust Advisors LP increased its stake in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock worth $4,340,000 after purchasing an additional 2,105 shares during the period. Finally, Sei Investments Co. increased its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock worth $5,250,000 after purchasing an additional 97 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.1%

NYSEARCA:IVV opened at $777.13 on Friday. The company has a market cap of $902.68 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09. The stock has a fifty day simple moving average of $759.82 and a 200-day simple moving average of $726.66.

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. 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.