Campbell Wealth Management Acquires New Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Campbell Wealth Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 51,310 shares of the company’s stock, valued at approximately $29,597,000. iShares Core S&P 500 ETF makes up about 2.6% of Campbell Wealth Management’s investment portfolio, making the stock its 10th biggest position.

A number of other hedge funds have also modified their holdings of IVV. Sumitomo Mitsui Trust Holdings Inc. grew its position in shares of iShares Core S&P 500 ETF by 9.3% during the first quarter. Sumitomo Mitsui Trust Holdings Inc. now owns 163,547 shares of the company’s stock worth $85,982,000 after purchasing an additional 13,966 shares in the last quarter. First Trust Direct Indexing L.P. raised its position in shares of iShares Core S&P 500 ETF by 81.4% during the first quarter. First Trust Direct Indexing L.P. now owns 1,783 shares of the company’s stock valued at $937,000 after buying an additional 800 shares during the last quarter. Norden Group LLC purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter worth $1,011,000. Avior Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 11.4% during the first quarter. Avior Wealth Management LLC now owns 106,589 shares of the company’s stock worth $56,037,000 after acquiring an additional 10,882 shares during the last quarter. Finally, Prosperity Consulting Group LLC grew its stake in iShares Core S&P 500 ETF by 45.4% during the first quarter. Prosperity Consulting Group LLC now owns 102,940 shares of the company’s stock valued at $54,119,000 after acquiring an additional 32,166 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $573.72 on Friday. The firm’s fifty day moving average is $571.70 and its two-hundred day moving average is $549.47. iShares Core S&P 500 ETF has a 52-week low of $428.48 and a 52-week high of $588.93. The company has a market cap of $495.06 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.