Factor Wealth Management LTD Has $2.70 Million Holdings in iShares Core S&P 500 ETF $IVV

Factor Wealth Management LTD grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 60.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,134 shares of the company’s stock after purchasing an additional 1,550 shares during the quarter. Factor Wealth Management LTD’s holdings in iShares Core S&P 500 ETF were worth $2,700,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. increased its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after acquiring an additional 409,816 shares during the last quarter. Marshall Wace LLP lifted its position in shares of iShares Core S&P 500 ETF by 17.9% in the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after buying an additional 4,928,585 shares during the last quarter. Creative Planning lifted its position in iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Bank of America Corp DE lifted its holdings in iShares Core S&P 500 ETF by 27.7% during the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock worth $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock valued at $11,935,288,000 after acquiring an additional 13,946,081 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $730.17 on Friday. The business’s fifty day moving average is $738.65 and its 200-day moving average is $702.45. iShares Core S&P 500 ETF has a 52-week low of $613.79 and a 52-week high of $764.00. The firm has a market cap of $806.29 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.