Rothschild Wealth LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,004 shares of the company’s stock after acquiring an additional 4,180 shares during the period. iShares Core S&P 500 ETF comprises about 2.4% of Rothschild Wealth LLC’s holdings, making the stock its 4th largest holding. Rothschild Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $19,866,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. raised its position in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the last quarter. First Trust Advisors LP raised its position in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. raised its position in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
IVV opened at $760.05 on Monday. The business has a 50 day simple moving average of $706.11 and a two-hundred day simple moving average of $692.99. The firm has a market capitalization of $839.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $586.05 and a one year high of $761.65.
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.
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