Sovereign Financial Group Inc. Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sovereign Financial Group Inc. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 33,742 shares of the company’s stock after purchasing an additional 2,404 shares during the period. iShares Core S&P 500 ETF makes up approximately 4.9% of Sovereign Financial Group Inc.’s holdings, making the stock its 3rd biggest position. Sovereign Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $16,116,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. Centric Wealth Management lifted its holdings in iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Centric Wealth Management now owns 5,176 shares of the company’s stock worth $2,563,000 after purchasing an additional 45 shares during the period. Peddock Capital Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.7% in the fourth quarter. Peddock Capital Advisors LLC now owns 30,729 shares of the company’s stock valued at $14,677,000 after acquiring an additional 1,090 shares in the last quarter. PACK Private Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.6% in the fourth quarter. PACK Private Wealth LLC now owns 53,616 shares of the company’s stock valued at $25,609,000 after acquiring an additional 315 shares in the last quarter. Charles Schwab Investment Advisory Inc. increased its stake in shares of iShares Core S&P 500 ETF by 40.7% during the fourth quarter. Charles Schwab Investment Advisory Inc. now owns 2,591 shares of the company’s stock valued at $1,237,000 after acquiring an additional 750 shares during the period. Finally, Stevens Capital Partners raised its holdings in iShares Core S&P 500 ETF by 21.0% during the fourth quarter. Stevens Capital Partners now owns 18,497 shares of the company’s stock worth $8,835,000 after purchasing an additional 3,210 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.0 %

NYSEARCA IVV traded down $0.05 on Wednesday, reaching $519.81. 3,691,488 shares of the stock traded hands, compared to its average volume of 5,714,375. iShares Core S&P 500 ETF has a 12 month low of $410.67 and a 12 month high of $527.16. The company has a market cap of $448.54 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day simple moving average is $514.90 and its 200 day simple moving average is $485.85.

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.