Cherry Tree Wealth Management LLC Purchases 814 Shares of iShares Core S&P 500 ETF $IVV

Cherry Tree Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,215 shares of the company’s stock after buying an additional 814 shares during the period. iShares Core S&P 500 ETF accounts for approximately 3.5% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Cherry Tree Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,585,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Soundwatch Capital LLC grew its stake in shares of iShares Core S&P 500 ETF by 6.4% in the 4th quarter. Soundwatch Capital LLC now owns 290,366 shares of the company’s stock valued at $198,883,000 after purchasing an additional 17,521 shares during the last quarter. Madison Wealth Partners Inc grew its stake in shares of iShares Core S&P 500 ETF by 3.0% in the 4th quarter. Madison Wealth Partners Inc now owns 34,651 shares of the company’s stock valued at $23,734,000 after purchasing an additional 1,006 shares during the last quarter. Missouri Education Pension Trust purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $249,617,000. Hilltop Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 3.5% in the 4th quarter. Hilltop Partners LLC now owns 678 shares of the company’s stock valued at $464,000 after purchasing an additional 23 shares during the last quarter. Finally, IF Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $242,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.2%

Shares of IVV stock opened at $760.05 on Friday. The business’s 50 day moving average is $706.11 and its two-hundred day moving average is $692.93. iShares Core S&P 500 ETF has a twelve month low of $586.05 and a twelve month high of $761.65. The company has a market capitalization of $839.29 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.