Corient Private Wealth LLC Purchases 576,567 Shares of iShares Core S&P 500 ETF $IVV

Corient Private Wealth LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.6% during the fourth quarter, HoldingsChannel reports. The firm owned 4,055,791 shares of the company’s stock after buying an additional 576,567 shares during the quarter. iShares Core S&P 500 ETF comprises 3.2% of Corient Private Wealth LLC’s portfolio, making the stock its 4th largest holding. Corient Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,775,087,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IVV. Nicollet Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after buying an additional 15 shares during the period. Anchor Investment Management LLC increased its holdings in shares of 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 acquiring an additional 15 shares in the last quarter. Wealth Effects LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management raised its position in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $750.11 on Friday. iShares Core S&P 500 ETF has a one year low of $594.71 and a one year high of $764.00. The firm has a market cap of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average is $734.01 and its 200-day moving average is $700.66.

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.