iShares Core S&P 500 ETF (NYSEARCA:IVV) is Atomi Financial Group Inc.’s 3rd Largest Position

Atomi Financial Group Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 45.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,849 shares of the company’s stock after acquiring an additional 25,569 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 2.9% of Atomi Financial Group Inc.’s holdings, making the stock its 3rd biggest position. Atomi Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $47,212,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Lbmc Investment Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 0.3% in the 3rd quarter. Lbmc Investment Advisors LLC now owns 446,870 shares of the company’s stock worth $257,764,000 after acquiring an additional 1,225 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its stake in iShares Core S&P 500 ETF by 4.5% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 126,709 shares of the company’s stock worth $73,089,000 after purchasing an additional 5,506 shares during the period. Financial Synergies Wealth Advisors Inc. boosted its stake in iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Financial Synergies Wealth Advisors Inc. now owns 227,665 shares of the company’s stock worth $131,322,000 after purchasing an additional 2,797 shares during the period. Blue Zone Wealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 44.4% in the 3rd quarter. Blue Zone Wealth Advisors LLC now owns 556 shares of the company’s stock worth $321,000 after purchasing an additional 171 shares during the period. Finally, Axiom Advisory LLC boosted its stake in iShares Core S&P 500 ETF by 1.4% in the 3rd quarter. Axiom Advisory LLC now owns 5,313 shares of the company’s stock worth $2,971,000 after purchasing an additional 74 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $575.82 on Wednesday. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $577.47. The company has a market capitalization of $496.88 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business has a 50 day simple moving average of $557.96 and a two-hundred day simple moving average of $541.66.

iShares Core S&P 500 ETF Company 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.

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

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