HighMark Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 110,309 shares of the company’s stock after purchasing an additional 1,132 shares during the period. iShares Core S&P 500 ETF comprises 30.8% of HighMark Wealth Management LLC’s portfolio, making the stock its biggest holding. HighMark Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $75,555,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in IVV. TFO Wealth Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. TFO Wealth Partners LLC now owns 7,147 shares of the company’s stock worth $4,896,000 after buying an additional 311 shares during the period. Rayburn West Financial Services LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth $395,000. Cardinal Point Capital Management ULC raised its stake in iShares Core S&P 500 ETF by 2.6% during the fourth quarter. Cardinal Point Capital Management ULC now owns 2,138 shares of the company’s stock worth $1,464,000 after acquiring an additional 54 shares in the last quarter. Ndwm LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.1% during the fourth quarter. Ndwm LLC now owns 68,062 shares of the company’s stock valued at $46,618,000 after acquiring an additional 1,388 shares during the period. Finally, Grey Ledge Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 5.8% during the fourth quarter. Grey Ledge Advisors LLC now owns 34,483 shares of the company’s stock valued at $23,619,000 after acquiring an additional 1,899 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $745.74 on Thursday. The firm’s 50-day simple moving average is $688.60 and its 200-day simple moving average is $687.42. iShares Core S&P 500 ETF has a twelve month low of $578.31 and a twelve month high of $747.38. The firm has a market cap of $823.48 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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