L.M. Kohn & Company Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

L.M. Kohn & Company lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,536 shares of the company’s stock after buying an additional 391 shares during the period. L.M. Kohn & Company’s holdings in iShares Core S&P 500 ETF were worth $886,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Balboa Wealth Partners raised its stake in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares during the period. Proffitt & Goodson Inc. grew its stake in shares of iShares Core S&P 500 ETF by 21.2% during the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after acquiring an additional 18 shares in the last quarter. TruWealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its holdings 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 purchasing an additional 18 shares during the last quarter. Finally, Hassell Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $605.50 on Friday. The company’s 50-day simple moving average is $585.69 and its 200-day simple moving average is $561.31. iShares Core S&P 500 ETF has a one year low of $455.41 and a one year high of $606.32. The stock has a market capitalization of $522.49 billion, a price-to-earnings 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.