Western Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 35.5% in the first quarter, Holdings Channel reports. The firm owned 44,876 shares of the ETF’s stock after purchasing an additional 11,755 shares during the period. iShares Core S&P 500 ETF accounts for 1.1% of Western Wealth Management LLC’s investment portfolio, making the stock its 14th biggest holding. Western Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $29,313,000 as of its most recent filing with the SEC.
Several other large investors have also recently bought and sold shares of the company. Keenan LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $26,000. Punch & Associates Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares during the period. Decker Retirement Planning Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $29,000. GS Investments Inc. increased its position in shares of iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after buying an additional 20 shares in the last quarter. Finally, Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter worth $38,000. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 1.6%
Shares of iShares Core S&P 500 ETF stock opened at $745.20 on Friday. The stock’s fifty day simple moving average is $748.37 and its 200 day simple moving average is $712.81. The company has a market capitalization of $870.17 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $622.31 and a 12 month high of $764.00.
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.
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