Osborne Partners Capital Management LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Osborne Partners Capital Management LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVGet Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 893 shares of the company’s stock, valued at approximately $343,000.

Several other institutional investors have also recently bought and sold shares of the business. Pitti Group Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.6% in the 3rd quarter. Pitti Group Wealth Management LLC now owns 3,282 shares of the company’s stock worth $1,177,000 after acquiring an additional 53 shares in the last quarter. Secure Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 45.4% in the 3rd quarter. Secure Asset Management LLC now owns 85,982 shares of the company’s stock worth $30,837,000 after acquiring an additional 26,852 shares in the last quarter. CRA Financial Services LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.1% in the 3rd quarter. CRA Financial Services LLC now owns 20,609 shares of the company’s stock worth $7,391,000 after acquiring an additional 417 shares in the last quarter. Confluence Investment Management LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $436,000. Finally, Triumph Capital Management grew its stake in shares of iShares Core S&P 500 ETF by 53.5% in the 3rd quarter. Triumph Capital Management now owns 7,479 shares of the company’s stock worth $2,682,000 after acquiring an additional 2,608 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $411.08 on Monday. iShares Core S&P 500 ETF has a 1 year low of $349.53 and a 1 year high of $464.05. The firm has a market cap of $309.26 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. The company has a fifty day moving average price of $403.35 and a 200-day moving average price of $392.03.

iShares Core S&P 500 ETF Company Profile

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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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