Baron Wealth Management LLC Has $228,000 Holdings in iShares Core S&P 500 ETF $IVV

Baron Wealth Management LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 75.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 349 shares of the company’s stock after selling 1,070 shares during the quarter. Baron Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $228,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $331,591,000. Bison Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares during the last quarter. First Trust Advisors LP increased its stake in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after acquiring an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. raised its position in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $750.11 on Monday. The business has a fifty day moving average price of $734.01 and a two-hundred day moving average price of $700.78. iShares Core S&P 500 ETF has a fifty-two week low of $594.71 and a fifty-two week high of $764.00. 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 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.