Altus Wealth Group LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,781 shares of the company’s stock after selling 882 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 12.3% of Altus Wealth Group LLC’s investment portfolio, making the stock its biggest holding. Altus Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $29,905,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also bought and sold shares of the company. Anchor Investment Management LLC raised its holdings in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the period. Wealth Effects LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.4% during the fourth 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 grew 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 period. Keeler & Nadler Financial Planning & Wealth Management grew 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 period. Finally, Gratus Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after buying an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of iShares Core S&P 500 ETF stock opened at $748.43 on Friday. The company has a market capitalization of $888.35 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $620.85 and a 12 month high of $764.00. The stock’s fifty day simple moving average is $742.39 and its 200 day simple moving average is $704.53.
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.
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