Inman Jager Wealth Management LLC Has $10.85 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Inman Jager Wealth Management LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,301 shares of the company’s stock after selling 1,206 shares during the quarter. iShares Core S&P 500 ETF makes up about 8.1% of Inman Jager Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Inman Jager Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $10,845,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Family Management Corp increased its holdings in shares of iShares Core S&P 500 ETF by 6.4% in the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after acquiring an additional 266 shares during the period. M Holdings Securities Inc. bought a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $35,343,000. Mayfair Advisory Group LLC grew its stake in iShares Core S&P 500 ETF by 0.6% in the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after purchasing an additional 25 shares during the last quarter. Michels Family Financial LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $3,885,000. Finally, D Orazio & Associates Inc. raised its holdings in iShares Core S&P 500 ETF by 9.9% in the first quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock worth $355,000 after purchasing an additional 57 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $609.96 on Thursday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $616.22. The firm has a market cap of $591.69 billion, a price-to-earnings ratio of 25.10 and a beta of 1.01. The firm has a 50-day simple moving average of $581.00 and a two-hundred day simple moving average of $582.98.

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.