iShares Core S&P 500 ETF $IVV is Clearstead Advisors LLC’s 2nd Largest Position

Clearstead Advisors LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 432,901 shares of the company’s stock after selling 4,593 shares during the period. iShares Core S&P 500 ETF makes up 3.7% of Clearstead Advisors LLC’s portfolio, making the stock its 2nd biggest position. Clearstead Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $296,511,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the business. Churchill Financial Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $11,267,000. RHL Group LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $168,000. SLT Holdings LLC lifted its stake in shares of iShares Core S&P 500 ETF by 10.2% in the fourth quarter. SLT Holdings LLC now owns 2,338 shares of the company’s stock worth $1,601,000 after acquiring an additional 217 shares in the last quarter. HBK Sorce Advisory LLC lifted its stake in shares of iShares Core S&P 500 ETF by 18.3% in the fourth quarter. HBK Sorce Advisory LLC now owns 15,571 shares of the company’s stock worth $10,803,000 after acquiring an additional 2,413 shares in the last quarter. Finally, Hantz Financial Services Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 28.0% in the fourth quarter. Hantz Financial Services Inc. now owns 476,729 shares of the company’s stock worth $326,531,000 after acquiring an additional 104,422 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

NYSEARCA:IVV opened at $749.14 on Monday. iShares Core S&P 500 ETF has a one year low of $578.31 and a one year high of $753.02. The business’s 50-day simple moving average is $697.42 and its 200 day simple moving average is $690.29. The stock has a market cap of $827.24 billion, a price-to-earnings 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.