iShares Core S&P 500 ETF $IVV Shares Bought by Corient Private Wealth LLC

Corient Private Wealth LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 400.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,425,305 shares of the company’s stock after acquiring an additional 13,946,081 shares during the period. iShares Core S&P 500 ETF accounts for approximately 6.2% of Corient Private Wealth LLC’s holdings, making the stock its 3rd largest position. Corient Private Wealth LLC owned approximately 1.59% of iShares Core S&P 500 ETF worth $11,935,288,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Nicollet Investment Management Inc. grew 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 purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after buying an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.0%

NYSEARCA:IVV opened at $750.11 on Friday. The stock has a market capitalization of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00. The firm has a fifty day simple moving average of $732.59 and a 200 day simple moving average of $700.32.

About iShares Core S&P 500 ETF

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.