Successful Portfolios LLC Has $4.41 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Successful Portfolios LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,393 shares of the company’s stock after acquiring an additional 577 shares during the period. iShares Core S&P 500 ETF comprises about 3.0% of Successful Portfolios LLC’s investment portfolio, making the stock its 5th biggest holding. Successful Portfolios LLC’s holdings in iShares Core S&P 500 ETF were worth $4,412,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Qube Research & Technologies Ltd bought a new stake in iShares Core S&P 500 ETF during the third quarter valued at about $4,441,000. Becker Capital Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 5.1% in the third quarter. Becker Capital Management Inc. now owns 16,872 shares of the company’s stock valued at $7,281,000 after acquiring an additional 818 shares in the last quarter. Axxcess Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 51.5% in the third quarter. Axxcess Wealth Management LLC now owns 26,508 shares of the company’s stock valued at $11,384,000 after acquiring an additional 9,016 shares in the last quarter. Ameriprise Financial Inc. lifted its position in shares of iShares Core S&P 500 ETF by 8.9% in the third quarter. Ameriprise Financial Inc. now owns 6,478,533 shares of the company’s stock valued at $2,783,224,000 after acquiring an additional 532,034 shares in the last quarter. Finally, Alerus Financial NA lifted its position in shares of iShares Core S&P 500 ETF by 3.3% in the third quarter. Alerus Financial NA now owns 4,972 shares of the company’s stock valued at $2,135,000 after acquiring an additional 161 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.2 %

Shares of iShares Core S&P 500 ETF stock opened at $548.41 on Tuesday. The stock’s 50-day simple moving average is $529.89 and its 200-day simple moving average is $510.05. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $553.25. The company has a market capitalization of $473.22 billion, a price-to-earnings 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.