Heritage Investment Group Inc. Has $61 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Heritage Investment Group Inc. grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.9% in the third quarter, HoldingsChannel reports. The firm owned 105,748 shares of the company’s stock after buying an additional 1,935 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 11.6% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 2nd largest holding. Heritage Investment Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $60,998,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Balboa Wealth Partners boosted its stake in iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares in the last quarter. Proffitt & Goodson Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 21.2% in the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after purchasing an additional 18 shares during the last quarter. TruWealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC grew its stake in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the last quarter. Finally, Hassell Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock traded down $7.57 during trading hours on Friday, hitting $588.66. The stock had a trading volume of 5,426,600 shares, compared to its average volume of 5,067,706. The stock’s 50 day moving average is $578.55 and its 200 day moving average is $555.55. The firm has a market capitalization of $507.95 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $450.19 and a twelve month high of $603.09.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.