Vision Retirement LLC Has $4.33 Million Position in iShares Core S&P 500 ETF $IVV

Vision Retirement LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,622 shares of the ETF’s stock after selling 1,753 shares during the period. iShares Core S&P 500 ETF accounts for about 1.2% of Vision Retirement LLC’s portfolio, making the stock its 18th biggest position. Vision Retirement LLC’s holdings in iShares Core S&P 500 ETF were worth $4,326,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Legacy Private Trust Co. raised its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the ETF’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Belpointe Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Hubbell Strickland Wealth Management LLC grew its holdings in shares of 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 ETF’s stock worth $27,172,000 after purchasing an additional 792 shares during the last quarter. Atria Investments Inc increased its stake 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 ETF’s stock valued at $172,181,000 after buying an additional 30,777 shares during the period. Finally, M&T Bank Corp increased its stake 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 ETF’s stock valued at $896,587,000 after buying an additional 10,723 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $746.72 on Friday. The company has a 50 day simple moving average of $748.30 and a 200 day simple moving average of $709.28. iShares Core S&P 500 ETF has a 1 year low of $622.31 and a 1 year high of $764.00. The firm has a market cap of $879.71 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.