marrick wealth LLC Takes $2.86 Million Position in iShares Core S&P 500 ETF $IVV

marrick wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 4,175 shares of the company’s stock, valued at approximately $2,860,000. iShares Core S&P 500 ETF comprises 2.3% of marrick wealth LLC’s holdings, making the stock its 8th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in IVV. Legacy Private Trust Co. boosted its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC boosted its position in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the period. Belpointe Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after acquiring an additional 1,700 shares during the period. Finally, Atria Investments Inc boosted its position in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after acquiring an additional 30,777 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $745.14 on Friday. iShares Core S&P 500 ETF has a 1 year low of $594.71 and a 1 year high of $764.00. The stock has a fifty day moving average of $725.41 and a two-hundred day moving average of $698.23. The firm has a market capitalization of $822.82 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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