iShares Core S&P 500 ETF $IVV Shares Bought by Cary Street Partners Financial LLC

Cary Street Partners Financial LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 42,042 shares of the company’s stock after purchasing an additional 2,986 shares during the quarter. Cary Street Partners Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $28,796,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Legacy Private Trust Co. boosted its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC lifted its holdings in iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the 4th 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. Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.5% during the 4th 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. Finally, Atria Investments Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after acquiring an additional 30,777 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $749.14 on Tuesday. The firm has a 50 day moving average price of $699.02 and a 200 day moving average price of $690.79. The company has a market cap of $827.24 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02.

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.