Leeward Financial Partners LLC Has $3.73 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Leeward Financial Partners LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,471 shares of the company’s stock after acquiring an additional 380 shares during the quarter. iShares Core S&P 500 ETF makes up 1.4% of Leeward Financial Partners LLC’s portfolio, making the stock its 25th largest holding. Leeward Financial Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $3,733,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Proffitt & Goodson Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 21.2% during the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after buying an additional 18 shares in the last quarter. TruWealth Advisors LLC boosted its stake in 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 in the last quarter. Global Trust Asset Management LLC grew its holdings in iShares Core S&P 500 ETF by 5.3% in the second quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock worth $207,000 after purchasing an additional 19 shares during the period. Indiana Trust & Investment Management Co increased its stake in iShares Core S&P 500 ETF by 0.5% in the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after purchasing an additional 19 shares in the last quarter. Finally, MTM Investment Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 6.9% during the second quarter. MTM Investment Management LLC now owns 308 shares of the company’s stock valued at $169,000 after purchasing an additional 20 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV traded down $0.10 during trading hours on Monday, hitting $573.62. The stock had a trading volume of 278,666 shares, compared to its average volume of 5,079,972. The firm has a 50 day simple moving average of $571.70 and a 200-day simple moving average of $550.10. iShares Core S&P 500 ETF has a 1-year low of $435.37 and a 1-year high of $588.93. The firm has a market capitalization of $494.98 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.