WealthShield Partners LLC Buys 7,441 Shares of iShares Core S&P 500 ETF $IVV

by · The Markets Daily

WealthShield Partners LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 53,959 shares of the company’s stock after purchasing an additional 7,441 shares during the quarter. iShares Core S&P 500 ETF comprises about 3.9% of WealthShield Partners LLC’s portfolio, making the stock its largest holding. WealthShield Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $35,246,000 as of its most recent filing with the Securities & Exchange Commission.

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

iShares Core S&P 500 ETF Stock Up 0.4%

Shares of NYSEARCA IVV traded up $3.06 during midday trading on Friday, reaching $758.11. 4,650,916 shares of the stock were exchanged, compared to its average volume of 8,617,790. The firm has a market cap of $896.16 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50-day simple moving average of $746.21 and a two-hundred day simple moving average of $707.12. iShares Core S&P 500 ETF has a twelve month low of $621.05 and a twelve month high of $764.00.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

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