iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Boosted by Orgel Wealth Management LLC

Orgel Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 455,150 shares of the company’s stock after acquiring an additional 29,085 shares during the period. iShares Core S&P 500 ETF accounts for 7.0% of Orgel Wealth Management LLC’s portfolio, making the stock its 5th largest holding. Orgel Wealth Management LLC owned approximately 0.05% of iShares Core S&P 500 ETF worth $267,938,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Marshall Wace LLP raised its position in 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 valued at $12,319,789,000 after purchasing an additional 5,774,400 shares during the period. Creative Planning increased its position in shares of iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after buying an additional 2,187,803 shares during the period. International Assets Investment Management LLC lifted its position in iShares Core S&P 500 ETF by 67,668.9% in 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 buying an additional 10,232,214 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in iShares Core S&P 500 ETF by 0.8% during the second quarter. Ameriprise Financial Inc. now owns 7,017,271 shares of the company’s stock worth $3,840,931,000 after buying an additional 54,693 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.9 %

Shares of NYSEARCA:IVV opened at $600.26 on Monday. iShares Core S&P 500 ETF has a 12 month low of $474.68 and a 12 month high of $612.09. The company has a market capitalization of $517.96 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s 50-day moving average is $598.29 and its 200 day moving average is $576.09.

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.