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BB&T Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

BB&T Investment Services’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$3.56M Buy
13,236
+2,321
+21% +$608K 0.6% 40
2017
Q3 		$2.77M Buy
10,915
+1,616
+17% +$401K 0.55% 39
2017
Q2 		$2.26M Buy
9,299
+6,952
+296% +$1.68M 0.57% 35
2017
Q1 		$558K Buy
2,347
+706
+43% +$165K 0.22% 102
2016
Q4 		$369K Buy
+1,641
New +$361K 0.27% 89

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BB&T Investment Services's IVV Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q4 2017, buying an estimated $608K and bringing the position to 13,236 shares worth $3.56M. The position accounts for 0.6% of the portfolio, ranked #40.

BB&T Investment Services first reported a position in IVV in Q4 2016 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

  • BB&T Investment Services held 13,236 shares of iShares Core S&P 500 ETF worth $3.56M as of Q4 2017.
  • BB&T Investment Services bought 2,321 iShares Core S&P 500 ETF shares in Q4 2017, an estimated $608K.
  • iShares Core S&P 500 ETF made up 0.6% of BB&T Investment Services's portfolio in Q4 2017, its #40 holding.
  • BB&T Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 5 quarters since.
  • 1,352 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.