Tallon Kerry Patrick Purchases New Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Tallon Kerry Patrick acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 16,838 shares of the company’s stock, valued at approximately $9,892,000. iShares Core S&P 500 ETF accounts for approximately 9.5% of Tallon Kerry Patrick’s investment portfolio, making the stock its biggest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Bernzott Capital Advisors bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $204,000. BFI Infinity Ltd. bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth $1,302,000. Mirador Capital Partners LP increased its position in iShares Core S&P 500 ETF by 26.0% in the fourth quarter. Mirador Capital Partners LP now owns 978 shares of the company’s stock worth $576,000 after buying an additional 202 shares during the period. West Coast Financial LLC lifted its stake in iShares Core S&P 500 ETF by 1.4% in the fourth quarter. West Coast Financial LLC now owns 113,230 shares of the company’s stock valued at $66,656,000 after buying an additional 1,547 shares during the last quarter. Finally, Hennion & Walsh Asset Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.4% during the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 65,029 shares of the company’s stock valued at $38,281,000 after acquiring an additional 878 shares during the period.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $600.26 on Friday. iShares Core S&P 500 ETF has a one year low of $474.68 and a one year high of $612.09. The company has a 50-day simple moving average of $598.31 and a 200-day simple moving average of $575.56. The firm has a market capitalization of $517.96 billion, a P/E ratio of 25.23 and a beta of 0.99.

About iShares Core S&P 500 ETF

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.