RPTC Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 228,018 shares of the ETF’s stock after purchasing an additional 10,722 shares during the period. iShares Core S&P 500 ETF comprises 26.1% of RPTC Inc.’s holdings, making the stock its 2nd largest position. RPTC Inc.’s holdings in iShares Core S&P 500 ETF were worth $148,943,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Punch & Associates Investment Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Wealth Effects LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management raised its position in shares of iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after buying an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.2%
IVV stock opened at $744.22 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $622.31 and a 12-month high of $764.00. The stock has a market cap of $871.63 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average is $748.62 and its 200 day moving average is $712.18.
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- These 3 Stocks Have Soared in 2026—Can They Keep Climbing?
- Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story
- Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
- Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
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.
