JMG Financial Group Ltd. Has $24.30 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

JMG Financial Group Ltd. grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 41,270 shares of the company’s stock after acquiring an additional 62 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.8% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 18th biggest holding. JMG Financial Group Ltd.’s holdings in iShares Core S&P 500 ETF were worth $24,295,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Balboa Wealth Partners increased its position in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares during the period. Lewis Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after acquiring an additional 18 shares during the period. Sandbox Financial Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after acquiring an additional 18 shares during the period. Finally, Dodds Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.4 %

NYSEARCA IVV opened at $613.46 on Friday. The firm has a market capitalization of $529.35 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s 50 day moving average is $601.22 and its 200 day moving average is $584.94. iShares Core S&P 500 ETF has a twelve month low of $495.94 and a twelve month high of $616.22.

About iShares Core 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.