Rothschild Wealth LLC Increases Stock Position in iShares Core S&P 500 ETF $IVV

Rothschild Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,103 shares of the company’s stock after purchasing an additional 4,279 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.9% of Rothschild Wealth LLC’s holdings, making the stock its 5th largest position. Rothschild Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $19,934,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock worth $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP increased its holdings in shares of iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning increased its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the period. Nisa Investment Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 40.6% during the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after purchasing an additional 4,854,227 shares during the period. Finally, PNC Financial Services Group Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. PNC Financial Services Group Inc. now owns 15,763,521 shares of the company’s stock worth $10,797,066,000 after purchasing an additional 310,464 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.6%

Shares of IVV opened at $752.01 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00. The firm’s 50 day moving average is $729.22 and its 200-day moving average is $699.45. The stock has a market capitalization of $830.41 billion, a PE ratio of 25.10 and a beta of 1.00.

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. 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.