Colton Groome Financial Advisors LLC Has $62.61 Million Stake in iShares Core S&P 500 ETF $IVV

Colton Groome Financial Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,412 shares of the company’s stock after purchasing an additional 5,509 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 17.9% of Colton Groome Financial Advisors LLC’s portfolio, making the stock its largest position. Colton Groome Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $62,612,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Legacy Private Trust Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC lifted its position in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after buying an additional 792 shares during the last quarter. Belpointe Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after buying an additional 1,700 shares during the last quarter. Finally, Atria Investments Inc lifted its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after buying an additional 30,777 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $760.05 on Monday. The firm has a market capitalization of $839.29 billion, a PE ratio of 25.10 and a beta of 1.00. 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 50-day moving average price of $706.11 and a two-hundred day moving average price of $692.99.

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.