iShares Core S&P 500 ETF (NYSEARCA:IVV) is Bernardo Wealth Planning LLC’s Largest Position

Bernardo Wealth Planning LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,961 shares of the company’s stock after purchasing an additional 3,217 shares during the period. iShares Core S&P 500 ETF comprises 10.6% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its biggest position. Bernardo Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $44,310,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of IVV. International Assets Investment Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 67,668.9% during the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after purchasing an additional 10,232,214 shares in the last quarter. Marshall Wace LLP increased its stake in shares of iShares Core S&P 500 ETF by 34.5% during the second quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock worth $12,319,789,000 after purchasing an additional 5,774,400 shares in the last quarter. Squarepoint Ops LLC increased its stake in shares of iShares Core S&P 500 ETF by 125.6% during the second quarter. Squarepoint Ops LLC now owns 4,400,000 shares of the company’s stock worth $2,407,812,000 after purchasing an additional 2,450,000 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. Finally, Millennium Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 54.8% during the second quarter. Millennium Management LLC now owns 6,013,175 shares of the company’s stock worth $3,290,590,000 after purchasing an additional 2,129,220 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.9 %

Shares of NYSEARCA IVV opened at $600.26 on Tuesday. iShares Core S&P 500 ETF has a 12-month low of $474.68 and a 12-month high of $612.09. The stock has a market cap of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99. The company has a 50-day moving average of $598.29 and a 200 day moving average of $576.24.

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.