Crestwood Advisors Group LLC Has $80.92 Million Stake in iShares Core S&P 500 ETF $IVV

by · The Cerbat Gem

Crestwood Advisors Group LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 8.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 130,330 shares of the company’s stock after purchasing an additional 9,700 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.4% of Crestwood Advisors Group LLC’s investment portfolio, making the stock its 13th biggest position. Crestwood Advisors Group LLC’s holdings in iShares Core S&P 500 ETF were worth $80,922,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in IVV. Flaharty Asset Management LLC acquired a new position in iShares Core S&P 500 ETF in the 1st quarter valued at approximately $28,000. Lord & Richards Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth approximately $31,000. Cheviot Value Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $52,000. Hager Investment Management Services LLC acquired a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at $61,000. Finally, Rice Partnership LLC lifted its position in iShares Core S&P 500 ETF by 460.0% in the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $678.81 on Wednesday. The firm has a market cap of $712.11 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day simple moving average is $666.72 and its 200-day simple moving average is $628.33. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $693.07.

About iShares Core S&P 500 ETF

(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.

Further Reading

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