iShares Core S&P 500 ETF (NYSEARCA:IVV) is Circle Wealth Management LLC’s 3rd Largest Position

Circle Wealth Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 682,193 shares of the company’s stock after purchasing an additional 27,586 shares during the quarter. iShares Core S&P 500 ETF comprises about 8.5% of Circle Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Circle Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $401,593,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of IVV. Nisa Investment Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $5,813,061,000. Wealthfront Advisers LLC increased its stake in iShares Core S&P 500 ETF by 553,404.4% during the 4th quarter. Wealthfront Advisers LLC now owns 8,535,038 shares of the company’s stock worth $5,024,406,000 after buying an additional 8,533,496 shares during the period. Proficio Capital Partners LLC lifted its holdings in iShares Core S&P 500 ETF by 40,255.6% in the 4th quarter. Proficio Capital Partners LLC now owns 8,128,820 shares of the company’s stock worth $4,785,274,000 after buying an additional 8,108,677 shares in the last quarter. Prudential Financial Inc. boosted its holdings in iShares Core S&P 500 ETF by 142.1% in the fourth quarter. Prudential Financial Inc. now owns 11,609,297 shares of the company’s stock valued at $6,834,161,000 after purchasing an additional 6,813,214 shares during the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $3,488,275,000.

iShares Core S&P 500 ETF Trading Up 0.4 %

iShares Core S&P 500 ETF stock opened at $563.77 on Thursday. The stock has a market cap of $569.41 billion, a P/E ratio of 23.43 and a beta of 1.01. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $616.22. The stock has a 50 day moving average of $552.82 and a 200-day moving average of $582.71.

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.