One Charles Private Wealth Services LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,141.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,411 shares of the company’s stock after purchasing an additional 4,975 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.0% of One Charles Private Wealth Services LLC’s portfolio, making the stock its 23rd largest position. One Charles Private Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $3,706,000 at the end of the most recent quarter.
A number of other large investors have also added to or reduced their stakes in IVV. Decker Retirement Planning Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $29,000. Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $38,000. Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $39,000. Dorato Capital Management acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $55,000. Finally, EQ Wealth Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $55,000. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Trading Up 0.2%
IVV opened at $746.18 on Friday. iShares Core S&P 500 ETF has a twelve month low of $578.31 and a twelve month high of $753.02. The firm has a market cap of $823.97 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a fifty day simple moving average of $696.02 and a 200 day simple moving average of $689.85.
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. 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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