iShares S&P 500 ETF (NYSEARCA:IVV) Stock Position Increased by Orgel Wealth Management LLC


Share on StockTwits

Orgel Wealth Management LLC grew its holdings in iShares S&P 500 ETF (NYSEARCA:IVV) by 19.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,182 shares of the company’s stock after purchasing an additional 11,680 shares during the period. iShares S&P 500 ETF comprises approximately 4.0% of Orgel Wealth Management LLC’s holdings, making the stock its 7th largest holding. Orgel Wealth Management LLC’s holdings in iShares S&P 500 ETF were worth $28,318,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. increased its stake in shares of iShares S&P 500 ETF by 6.0% during the fourth quarter. BlackRock Inc. now owns 58,965,294 shares of the company’s stock valued at $22,134,981,000 after buying an additional 3,361,013 shares during the period. Wells Fargo & Company MN boosted its position in iShares S&P 500 ETF by 0.7% during the fourth quarter. Wells Fargo & Company MN now owns 19,489,587 shares of the company’s stock valued at $7,316,196,000 after purchasing an additional 126,967 shares in the last quarter. Morgan Stanley boosted its holdings in iShares S&P 500 ETF by 15.8% in the fourth quarter. Morgan Stanley now owns 9,579,023 shares of the company’s stock worth $3,595,870,000 after acquiring an additional 1,309,395 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in iShares S&P 500 ETF by 3.5% in the fourth quarter. JPMorgan Chase & Co. now owns 9,530,979 shares of the company’s stock worth $3,577,834,000 after acquiring an additional 326,151 shares in the last quarter. Finally, FMR LLC boosted its holdings in iShares S&P 500 ETF by 18.5% in the fourth quarter. FMR LLC now owns 6,735,368 shares of the company’s stock worth $2,528,390,000 after acquiring an additional 1,050,888 shares in the last quarter.

Shares of NYSEARCA:IVV traded down $3.86 during trading on Tuesday, hitting $415.92. The stock had a trading volume of 349,905 shares, compared to its average volume of 4,400,086. The stock has a 50-day simple moving average of $407.20 and a two-hundred day simple moving average of $380.12. iShares S&P 500 ETF has a 12-month low of $275.00 and a 12-month high of $422.28.

About iShares 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.

Featured Article: Growth Stocks

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

Receive News & Ratings for iShares S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.