Factor Wealth Management LTD Boosts Stock Holdings in iShares Core S&P 500 ETF $IVV

by · The Cerbat Gem

Factor Wealth Management LTD raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 60.0% during the first quarter, HoldingsChannel reports. The fund owned 4,134 shares of the company’s stock after purchasing an additional 1,550 shares during the quarter. Factor Wealth Management LTD’s holdings in iShares Core S&P 500 ETF were worth $2,700,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently modified their holdings of the company. Legacy Private Trust Co. raised its holdings in 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 purchasing an additional 3,711 shares during the period. Hubbell Strickland Wealth Management LLC increased 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 buying an additional 792 shares in the last quarter. Belpointe Asset Management LLC raised its stake in shares of 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 buying an additional 1,700 shares during the period. Atria Investments Inc raised its position 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 valued at $172,181,000 after purchasing an additional 30,777 shares during the period. Finally, M&T Bank Corp grew its position in shares of iShares Core S&P 500 ETF by 0.8% during the fourth 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.

iShares Core S&P 500 ETF Trading Down 0.9%

Shares of iShares Core S&P 500 ETF stock opened at $730.17 on Friday. The stock has a 50 day moving average of $738.65 and a 200 day moving average of $702.45. iShares Core S&P 500 ETF has a 12 month low of $613.79 and a 12 month high of $764.00. The firm has a market cap of $806.29 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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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