Stephenson & Company Inc. Purchases 544 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stephenson & Company Inc. boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,054 shares of the company’s stock after buying an additional 544 shares during the period. iShares Core S&P 500 ETF accounts for approximately 12.9% of Stephenson & Company Inc.’s portfolio, making the stock its 3rd biggest holding. Stephenson & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $19,066,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. 1620 Investment Advisors Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at approximately $36,000. Covestor Ltd increased its holdings in shares of iShares Core S&P 500 ETF by 321.1% in the first quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the period. LRI Investments LLC acquired a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at approximately $55,000. Proffitt & Goodson Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 21.2% in the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after purchasing an additional 18 shares during the period. Finally, Christopher J. Hasenberg Inc increased its holdings in shares of iShares Core S&P 500 ETF by 65.6% in the third quarter. Christopher J. Hasenberg Inc now owns 101 shares of the company’s stock valued at $58,000 after purchasing an additional 40 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.3 %

NYSEARCA:IVV opened at $582.67 on Thursday. The firm has a market cap of $502.79 billion, a P/E ratio of 25.23 and a beta of 0.99. The stock’s 50 day simple moving average is $571.29 and its 200-day simple moving average is $548.85. iShares Core S&P 500 ETF has a 12-month low of $416.07 and a 12-month high of $588.93.

About iShares Core S&P 500 ETF

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.