iShares Core S&P 500 ETF $IVV Shares Purchased by Circle Wealth Management LLC

Circle Wealth Management LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 864,965 shares of the company’s stock after purchasing an additional 107,422 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 9.1% of Circle Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Circle Wealth Management LLC owned about 0.08% of iShares Core S&P 500 ETF worth $592,449,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at about $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Schnieders Capital Management LLC. boosted its stake in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares during the period. First Trust Advisors LP boosted its stake in iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares during the period. Finally, Sei Investments Co. boosted its stake 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 worth $5,250,000 after buying an additional 97 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $745.14 on Friday. The firm has a market cap of $822.82 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $725.41 and a two-hundred day moving average of $698.23. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00.

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.