iShares Core S&P 500 ETF $IVV is Cvfg LLC’s 9th Largest Position

Cvfg LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 27.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,392 shares of the company’s stock after buying an additional 1,364 shares during the quarter. iShares Core S&P 500 ETF comprises 3.0% of Cvfg LLC’s holdings, making the stock its 9th largest position. Cvfg LLC’s holdings in iShares Core S&P 500 ETF were worth $4,378,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Nicollet Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 1.0% in the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares during the last quarter. Anchor Investment Management LLC raised its stake in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the last quarter. Wealth Effects LLC raised its stake in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after buying an additional 15 shares during the last quarter. West Wealth Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.2%

Shares of NYSEARCA:IVV opened at $746.18 on Friday. iShares Core S&P 500 ETF has a 52-week low of $578.31 and a 52-week high of $753.02. The stock has a market cap of $823.97 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average price of $696.02 and a 200-day moving average price of $689.85.

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.