Raleigh Capital Management Inc. Has $5.26 Million Stock Position in iShares Core S&P 500 ETF $IVV

Raleigh Capital Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,050 shares of the company’s stock after acquiring an additional 2,033 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.8% of Raleigh Capital Management Inc.’s investment portfolio, making the stock its 8th largest holding. Raleigh Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,258,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of IVV. Legacy Private Trust Co. raised its stake in shares of 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 worth $228,119,000 after purchasing an additional 3,711 shares during the period. Belpointe Asset Management LLC raised its position in 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 worth $27,239,000 after acquiring an additional 1,700 shares during the period. Hubbell Strickland Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 2.0% in 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 period. Atria Investments Inc boosted its stake in 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 acquiring an additional 30,777 shares during the last quarter. Finally, M&T Bank Corp boosted its stake in 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 acquiring an additional 10,723 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock traded down $4.89 on Tuesday, reaching $749.87. 608,919 shares of the company traded hands, compared to its average volume of 8,698,265. The company has a 50 day moving average of $742.39 and a 200 day moving average of $704.67. iShares Core S&P 500 ETF has a 52 week low of $621.05 and a 52 week high of $764.00. The firm has a market capitalization of $890.06 billion, a PE ratio of 25.10 and a beta of 1.00.

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.