Vestwell Advisors LLC Has $219.02 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Vestwell Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 13.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 335,295 shares of the ETF’s stock after acquiring an additional 40,881 shares during the quarter. iShares Core S&P 500 ETF accounts for 60.0% of Vestwell Advisors LLC’s investment portfolio, making the stock its biggest holding. Vestwell Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $219,019,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVV. Belpointe Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock worth $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock valued at $27,172,000 after acquiring an additional 792 shares in the last quarter. Atria Investments Inc lifted its position in iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after acquiring an additional 30,777 shares in the last quarter. M&T Bank Corp boosted its stake in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after purchasing an additional 10,723 shares during the last quarter. Finally, FDx Advisors Inc. boosted its stake in iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after purchasing an additional 4,051 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $733.12 on Thursday. The stock has a 50 day moving average price of $748.39 and a two-hundred day moving average price of $712.47. The firm has a market capitalization of $856.06 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $622.31 and a 52 week high of $764.00.

iShares Core S&P 500 ETF Profile

(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.

See Also

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:IVVFree Report).

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

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