iShares Core S&P 500 ETF $IVV is KFA Private Wealth Group LLC’s Largest Position

KFA Private Wealth Group LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 113,095 shares of the company’s stock after acquiring an additional 1,484 shares during the quarter. iShares Core S&P 500 ETF accounts for about 17.7% of KFA Private Wealth Group LLC’s holdings, making the stock its biggest position. KFA Private Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $73,875,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in IVV. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Hubbell Strickland Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the last quarter. Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Atria Investments Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. Finally, M&T Bank Corp grew its position in shares of iShares Core S&P 500 ETF by 0.8% in the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after purchasing an additional 10,723 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $730.17 on Friday. The firm has a 50 day simple moving average of $738.65 and a 200-day simple moving average of $702.45. iShares Core S&P 500 ETF has a 1-year low of $613.79 and a 1-year high of $764.00. The stock has a market cap of $806.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.