Madison Wealth Partners Inc boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 34,651 shares of the company’s stock after buying an additional 1,006 shares during the period. iShares Core S&P 500 ETF makes up about 4.3% of Madison Wealth Partners Inc’s portfolio, making the stock its 6th biggest holding. Madison Wealth Partners Inc’s holdings in iShares Core S&P 500 ETF were worth $23,734,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $29,000. GS Investments Inc. boosted its stake in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after buying an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $39,000. Finally, Dorato Capital Management bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $55,000. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Trading Up 0.2%
Shares of iShares Core S&P 500 ETF stock opened at $760.05 on Friday. The stock has a 50 day moving average of $706.11 and a 200 day moving average of $692.93. iShares Core S&P 500 ETF has a 12 month low of $586.05 and a 12 month high of $761.65. The firm has a market cap of $839.29 billion, a PE ratio of 25.10 and a beta of 1.00.
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.
Featured Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- Shares Fall, Targets Rise—Markets and Analysts Diverge on Synopsys
- Salesforce Stock Finds Support as AI Momentum Builds
- Dollar Tree Keeps Winning After Family Dollar Divorce
- Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
