iShares Core S&P 500 ETF $IVV Shares Sold by RKL Wealth Management LLC

RKL Wealth Management LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 322,614 shares of the company’s stock after selling 48,020 shares during the period. iShares Core S&P 500 ETF makes up about 19.0% of RKL Wealth Management LLC’s portfolio, making the stock its largest holding. RKL Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $210,735,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in IVV. Northwestern Mutual Wealth Management Co. raised its position in 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 valued at $23,176,806,000 after purchasing an additional 409,816 shares in the last quarter. Marshall Wace LLP boosted its holdings in shares of iShares Core S&P 500 ETF by 17.9% in the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after purchasing an additional 4,928,585 shares in the last quarter. Creative Planning increased its stake in shares of iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE increased its stake in shares of iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.1%

Shares of IVV stock opened at $748.43 on Friday. iShares Core S&P 500 ETF has a twelve month low of $620.85 and a twelve month high of $764.00. The company has a market cap of $887.34 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day simple moving average of $741.72 and a 200 day simple moving average of $704.22.

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.