Cary Street Partners Investment Advisory LLC Increases Holdings in iShares Core S&P 500 ETF $IVV

Cary Street Partners Investment Advisory LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 214.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,550 shares of the company’s stock after buying an additional 3,787 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.0% of Cary Street Partners Investment Advisory LLC’s investment portfolio, making the stock its 15th biggest holding. Cary Street Partners Investment Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $3,802,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Nicollet Investment Management Inc. raised its stake in shares of 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 worth $991,000 after purchasing an additional 15 shares during the last quarter. Anchor Investment Management LLC raised its stake in shares of 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 worth $337,000 after purchasing an additional 15 shares during the last quarter. Wealth Effects LLC raised its stake in shares of 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 worth $2,929,000 after purchasing 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. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $749.14 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $578.31 and a 1-year high of $753.02. The business has a fifty day moving average price of $699.02 and a 200-day moving average price of $690.79. The stock has a market capitalization of $827.24 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.