iShares Core S&P 500 ETF (NYSEARCA:IVV) is SVB Wealth LLC’s 7th Largest Position

SVB Wealth LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 18,926.7% in the 4th quarter, HoldingsChannel reports. The firm owned 139,846 shares of the company’s stock after purchasing an additional 139,111 shares during the period. iShares Core S&P 500 ETF makes up about 1.5% of SVB Wealth LLC’s holdings, making the stock its 7th largest holding. SVB Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $82,324,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Balboa Wealth Partners boosted its holdings in iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the period. Lewis Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the period. Hassell Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the last quarter. Sandbox Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares during the period. Finally, Dodds Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 1.6 %

Shares of NYSEARCA IVV opened at $597.04 on Friday. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The company has a market cap of $593.85 billion, a P/E ratio of 26.66 and a beta of 1.01. The business’s 50 day moving average is $601.07 and its two-hundred day moving average is $587.79.

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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