HCR Wealth Advisors Has $27.80 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

by · The Cerbat Gem

HCR Wealth Advisors increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 3.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,337 shares of the company’s stock after acquiring an additional 1,417 shares during the quarter. iShares Core S&P 500 ETF makes up about 2.9% of HCR Wealth Advisors’ portfolio, making the stock its 6th largest position. HCR Wealth Advisors’ holdings in iShares Core S&P 500 ETF were worth $27,800,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Flaharty Asset Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 1st quarter valued at about $28,000. Nvwm LLC grew its position in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares during the period. Hager Investment Management Services LLC bought a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at $61,000. Rice Partnership LLC raised its holdings in iShares Core S&P 500 ETF by 460.0% during the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares during the last quarter. Finally, Wealth Preservation Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at $76,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $684.15 on Tuesday. The company has a 50-day moving average price of $678.13 and a 200-day moving average price of $650.47. The stock has a market capitalization of $718.02 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07.

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.

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