iShares Core S&P 500 ETF $IVV is Trademark Financial Management LLC’s Largest Position

Trademark Financial Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,227 shares of the company’s stock after purchasing an additional 3,569 shares during the quarter. iShares Core S&P 500 ETF accounts for 11.6% of Trademark Financial Management LLC’s holdings, making the stock its largest holding. Trademark Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $23,664,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Corient Private Wealth LLC grew its position in shares of iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares in the last quarter. Schonfeld Strategic Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 3,927.5% in the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the company’s stock valued at $5,590,424,000 after acquiring an additional 7,959,263 shares in the last quarter. Millennium Management LLC raised its holdings in iShares Core S&P 500 ETF by 93.3% in the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the company’s stock valued at $9,927,711,000 after acquiring an additional 6,995,145 shares in the last quarter. Walleye Capital LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $4,531,611,000. Finally, Marshall Wace LLP lifted its stake in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $748.43 on Friday. iShares Core S&P 500 ETF has a 52 week low of $620.85 and a 52 week high of $764.00. The stock has a market capitalization of $888.35 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50 day moving average of $742.39 and a two-hundred day moving average of $704.53.

iShares Core S&P 500 ETF 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.