Triune Financial Partners LLC Makes New $3.79 Million Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Triune Financial Partners LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 6,570 shares of the company’s stock, valued at approximately $3,790,000. iShares Core S&P 500 ETF makes up approximately 1.2% of Triune Financial Partners LLC’s investment portfolio, making the stock its 7th largest position.

Other institutional investors also recently made changes to their positions in the company. ABLE Financial Group LLC raised its holdings in iShares Core S&P 500 ETF by 4.6% in the 3rd quarter. ABLE Financial Group LLC now owns 2,362 shares of the company’s stock worth $1,362,000 after purchasing an additional 104 shares in the last quarter. Sonata Capital Group Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Sonata Capital Group Inc. now owns 6,634 shares of the company’s stock worth $3,827,000 after acquiring an additional 54 shares in the last quarter. Strategic Family Wealth Counselors L.L.C. increased its stake in shares of iShares Core S&P 500 ETF by 9.7% in the 3rd quarter. Strategic Family Wealth Counselors L.L.C. now owns 758 shares of the company’s stock worth $437,000 after acquiring an additional 67 shares in the last quarter. Stone Point Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 15.7% in the 3rd quarter. Stone Point Wealth LLC now owns 7,218 shares of the company’s stock worth $4,164,000 after acquiring an additional 978 shares in the last quarter. Finally, Lakeshore Financial Planning Inc. grew its position in iShares Core S&P 500 ETF by 7.6% during the 3rd quarter. Lakeshore Financial Planning Inc. now owns 73,473 shares of the company’s stock valued at $42,384,000 after purchasing an additional 5,163 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.3 %

Shares of NYSEARCA IVV traded up $2.01 during trading on Friday, reaching $600.52. 1,055,655 shares of the company traded hands, compared to its average volume of 5,061,976. The stock has a market capitalization of $518.19 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50 day simple moving average of $572.83 and a 200-day simple moving average of $551.48. iShares Core S&P 500 ETF has a 52-week low of $435.37 and a 52-week high of $600.90.

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

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