Axiom Financial Strategies LLC Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Axiom Financial Strategies LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 52,533 shares of the company’s stock after purchasing an additional 842 shares during the period. iShares Core S&P 500 ETF makes up 17.2% of Axiom Financial Strategies LLC’s portfolio, making the stock its largest position. Axiom Financial Strategies LLC’s holdings in iShares Core S&P 500 ETF were worth $30,925,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. International Assets Investment Management LLC raised its holdings in iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after buying an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $5,813,061,000. JPMorgan Chase & Co. raised its stake in shares of iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after acquiring an additional 2,187,803 shares during the last quarter. Assetmark Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 788.4% during the third quarter. Assetmark Inc. now owns 1,179,310 shares of the company’s stock worth $680,249,000 after purchasing an additional 1,046,567 shares during the period. Finally, Alaska Permanent Fund Corp boosted its holdings in shares of iShares Core S&P 500 ETF by 40.8% during the fourth quarter. Alaska Permanent Fund Corp now owns 1,995,000 shares of the company’s stock worth $1,174,417,000 after purchasing an additional 577,916 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $607.94 on Friday. The stock’s 50-day moving average is $600.08 and its 200 day moving average is $578.77. The company has a market cap of $524.59 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $485.19 and a 1 year high of $613.79.

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.