iShares Core S&P 500 ETF $IVV is Keyvantage Wealth LLC’s 2nd Largest Position

Keyvantage Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2,298.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 35,784 shares of the company’s stock after buying an additional 34,292 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 10.5% of Keyvantage Wealth LLC’s holdings, making the stock its 2nd largest holding. Keyvantage Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $24,510,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. 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. Coyle Financial Counsel LLC raised its position in iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its holdings 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 valued at $27,172,000 after acquiring an additional 792 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. Finally, 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. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $760.05 on Friday. The stock has a market capitalization of $839.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $586.05 and a 12 month high of $761.65. The firm’s 50 day simple moving average is $706.11 and its 200-day simple moving average is $692.93.

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.