iShares Core S&P 500 ETF $IVV is Wealthspire Retirement LLC’s Largest Position

Wealthspire Retirement LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 463,174 shares of the ETF’s stock after buying an additional 59,965 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 18.1% of Wealthspire Retirement LLC’s portfolio, making the stock its largest holding. Wealthspire Retirement LLC’s holdings in iShares Core S&P 500 ETF were worth $302,550,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. increased its stake in iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock worth $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP grew its holdings in shares of iShares Core S&P 500 ETF by 17.9% in the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the last quarter. Creative Planning grew its holdings in shares of iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE grew its holdings in iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock worth $14,860,784,000 after acquiring an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 400.8% in the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.1%

IVV stock opened at $750.93 on Thursday. The firm’s 50-day moving average price is $748.67 and its two-hundred day moving average price is $710.73. iShares Core S&P 500 ETF has a 12-month low of $622.31 and a 12-month high of $764.00. The stock has a market capitalization of $885.83 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.