Waldron Private Wealth LLC Has $21.13 Million Position in iShares Core S&P 500 ETF $IVV

Waldron Private Wealth LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 34,036 shares of the company’s stock after selling 541 shares during the quarter. iShares Core S&P 500 ETF makes up 0.9% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 24th largest holding. Waldron Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $21,134,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IVV. Flaharty Asset Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $28,000. Lord & Richards Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $31,000. Cheviot Value Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $52,000. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $61,000. Finally, Rice Partnership LLC lifted its holdings in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.8%

Shares of NYSEARCA IVV opened at $680.52 on Friday. The business’s 50 day moving average is $660.89 and its two-hundred day moving average is $619.75. The company has a market cap of $713.66 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $681.80.

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.