USA Financial Portformulas Corp Raises Position in iShares Core S&P 500 ETF (IVV)

USA Financial Portformulas Corp increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,691 shares of the company’s stock after purchasing an additional 655 shares during the period. USA Financial Portformulas Corp’s holdings in iShares Core S&P 500 ETF were worth $1,008,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Quad Cities Investment Group LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $106,000. Front Row Advisors LLC grew its stake in iShares Core S&P 500 ETF by 91.4% in the 2nd quarter. Front Row Advisors LLC now owns 402 shares of the company’s stock worth $114,000 after acquiring an additional 192 shares during the period. LFA Lugano Financial Advisors SA purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $114,000. Kiley Juergens Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $141,000. Finally, Rational Advisors LLC grew its stake in iShares Core S&P 500 ETF by 95.6% in the 2nd quarter. Rational Advisors LLC now owns 528 shares of the company’s stock worth $144,000 after acquiring an additional 258 shares during the period.

IVV stock opened at $283.13 on Thursday. iShares Core S&P 500 ETF has a one year low of $254.77 and a one year high of $296.69.

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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.

Further Reading: Compound Interest and Why It Matters When Investing

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

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