Core Wealth Advisors Inc. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 190,694 shares of the ETF’s stock after purchasing an additional 2,845 shares during the quarter. iShares Core S&P 500 ETF comprises about 29.7% of Core Wealth Advisors Inc.’s portfolio, making the stock its biggest position. Core Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $124,563,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of IVV. Punch & Associates Investment Management Inc. increased its position in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Wealth Effects LLC grew its holdings 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 buying an additional 15 shares during the last quarter. West Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after acquiring an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management raised its stake in 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 valued at $369,000 after acquiring an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after acquiring an additional 15 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Price Performance
iShares Core S&P 500 ETF 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 business has a 50 day simple moving average of $748.62 and a 200-day simple moving average of $712.18. The stock has a market capitalization of $871.63 billion, a PE ratio of 25.10 and a beta of 1.00.
About iShares Core S&P 500 ETF
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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