Keyvantage Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2,298.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,784 shares of the company’s stock after acquiring an additional 34,292 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 10.5% of Keyvantage Wealth LLC’s investment portfolio, making the stock its 2nd largest holding. Keyvantage Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $24,510,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Schnieders Capital Management LLC. lifted its stake in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares during the period. First Trust Advisors LP grew its holdings in shares of iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $760.05 on Friday. The company has a market cap of $839.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average price is $706.11 and its 200 day moving average price is $692.93. iShares Core S&P 500 ETF has a 1 year low of $586.05 and a 1 year high of $761.65.
iShares Core S&P 500 ETF 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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