iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Weatherly Asset Management L. P.

Weatherly Asset Management L. P. lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,701 shares of the company’s stock after acquiring an additional 111 shares during the period. Weatherly Asset Management L. P.’s holdings in iShares Core S&P 500 ETF were worth $2,135,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Capital Advisors Inc. OK boosted its stake in shares of iShares Core S&P 500 ETF by 12.1% in the third quarter. Capital Advisors Inc. OK now owns 3,310 shares of the company’s stock worth $1,909,000 after acquiring an additional 357 shares during the last quarter. Lowe Brockenbrough & Co. Inc. boosted its stake in iShares Core S&P 500 ETF by 28.4% during the third quarter. Lowe Brockenbrough & Co. Inc. now owns 226,055 shares of the company’s stock worth $130,393,000 after buying an additional 50,021 shares during the last quarter. Campbell Wealth Management acquired a new position in iShares Core S&P 500 ETF during the third quarter worth $29,597,000. Shepherd Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 0.8% during the third quarter. Shepherd Financial Partners LLC now owns 25,655 shares of the company’s stock worth $14,798,000 after buying an additional 201 shares during the last quarter. Finally, W Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 2.3% during the third quarter. W Advisors LLC now owns 12,294 shares of the company’s stock worth $7,091,000 after buying an additional 276 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $573.72 on Friday. The stock’s fifty day moving average is $571.70 and its two-hundred day moving average is $549.47. The firm has a market capitalization of $495.06 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a fifty-two week low of $428.48 and a fifty-two week high of $588.93.

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.