Litman Gregory Wealth Management LLC Has $134.06 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Litman Gregory Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 0.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 227,735 shares of the company’s stock after buying an additional 436 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 11.6% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $134,063,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in IVV. Modus Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at about $33,000. Cedar Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares during the period. Finally, Kennebec Savings Bank bought a new position in iShares Core S&P 500 ETF during the third quarter valued at about $40,000.

iShares Core S&P 500 ETF Stock Down 0.7 %

NYSEARCA IVV opened at $600.68 on Tuesday. The company has a market cap of $518.33 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $492.59 and a 52 week high of $613.79. The firm’s 50-day simple moving average is $600.42 and its two-hundred day simple moving average is $579.46.

About iShares Core S&P 500 ETF

(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.

See Also

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

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