iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by Avid Wealth Partners LLC

Avid Wealth Partners LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.3% during the first quarter, Holdings Channel.com reports. The fund owned 15,060 shares of the company’s stock after purchasing an additional 1,531 shares during the quarter. iShares Core S&P 500 ETF comprises 4.6% of Avid Wealth Partners LLC’s investment portfolio, making the stock its 7th biggest position. Avid Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $9,837,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Keenan LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $26,000. Decker Retirement Planning Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $29,000. GS Investments Inc. lifted its position in shares of iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $38,000. Finally, Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth approximately $39,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $758.11 on Friday. iShares Core S&P 500 ETF has a one year low of $621.05 and a one year high of $764.00. The stock has a market capitalization of $896.16 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average price of $746.21 and a 200 day moving average price of $707.12.

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.