Bluestem Financial Advisors LLC Has $47.28 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Bluestem Financial Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 80,320 shares of the company’s stock after buying an additional 43 shares during the quarter. iShares Core S&P 500 ETF makes up about 22.3% of Bluestem Financial Advisors LLC’s investment portfolio, making the stock its largest holding. Bluestem Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $47,283,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in IVV. Balboa Wealth Partners lifted its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares in the last quarter. Lewis Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter. Sandbox Financial Partners LLC raised its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares in the last quarter. Finally, Dodds Wealth LLC raised its stake in iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.0 %

iShares Core S&P 500 ETF stock opened at $612.68 on Monday. The company has a market cap of $528.68 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average is $600.72 and its 200 day moving average is $583.29. iShares Core S&P 500 ETF has a 52-week low of $495.94 and a 52-week high of $613.93.

iShares Core S&P 500 ETF 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.