iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Trinity Financial Advisors LLC

Trinity Financial Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 699 shares of the company’s stock after buying an additional 22 shares during the quarter. Trinity Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $368,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Envestnet Asset Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 3.4% during the fourth quarter. Envestnet Asset Management Inc. now owns 33,734,819 shares of the company’s stock worth $16,112,762,000 after buying an additional 1,118,746 shares in the last quarter. Creative Planning grew its holdings in iShares Core S&P 500 ETF by 0.7% in the fourth quarter. Creative Planning now owns 20,109,262 shares of the company’s stock valued at $93,763,000 after purchasing an additional 146,157 shares during the period. JPMorgan Chase & Co. grew its holdings in iShares Core S&P 500 ETF by 86.9% in the third quarter. JPMorgan Chase & Co. now owns 17,890,478 shares of the company’s stock valued at $7,682,737,000 after purchasing an additional 8,316,251 shares during the period. Morgan Stanley grew its holdings in iShares Core S&P 500 ETF by 42.9% in the third quarter. Morgan Stanley now owns 17,592,483 shares of the company’s stock valued at $7,554,741,000 after purchasing an additional 5,277,616 shares during the period. Finally, First Command Advisory Services Inc. grew its holdings in iShares Core S&P 500 ETF by 0.6% in the fourth quarter. First Command Advisory Services Inc. now owns 8,925,508 shares of the company’s stock valued at $4,264,117,000 after purchasing an additional 50,070 shares during the period.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock traded down $2.09 during trading on Friday, reaching $547.23. The company had a trading volume of 5,968,895 shares, compared to its average volume of 5,417,192. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $553.25. The stock’s 50 day moving average price is $529.89 and its two-hundred day moving average price is $509.79. The firm has a market capitalization of $472.20 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.