&PARTNERS Purchases 55,394 Shares of iShares Core S&P 500 ETF $IVV

&PARTNERS raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 774,856 shares of the company’s stock after purchasing an additional 55,394 shares during the quarter. iShares Core S&P 500 ETF accounts for 2.8% of &PARTNERS’s investment portfolio, making the stock its 3rd biggest holding. &PARTNERS’s holdings in iShares Core S&P 500 ETF were worth $530,965,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Legacy Private Trust Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its stake in shares of iShares Core S&P 500 ETF by 7.1% in the third 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 period. Hubbell Strickland Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC raised its position in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc raised its position in iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.6%

NYSEARCA:IVV opened at $752.01 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The firm has a market capitalization of $830.41 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $729.22 and a 200 day moving average price of $699.45.

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.