Wealthgarden F.S. LLC Has $4.63 Million Stock Position in iShares Core S&P 500 ETF $IVV

Wealthgarden F.S. LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,095 shares of the company’s stock after purchasing an additional 1,191 shares during the period. iShares Core S&P 500 ETF accounts for approximately 3.2% of Wealthgarden F.S. LLC’s holdings, making the stock its largest position. Wealthgarden F.S. LLC’s holdings in iShares Core S&P 500 ETF were worth $4,634,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Fortress Financial Solutions LLC raised its holdings in iShares Core S&P 500 ETF by 5.1% in the 1st quarter. Fortress Financial Solutions LLC now owns 12,633 shares of the company’s stock worth $8,252,000 after purchasing an additional 608 shares during the period. Riverpoint Wealth Management Holdings LLC grew its holdings in iShares Core S&P 500 ETF by 1.6% during the first quarter. Riverpoint Wealth Management Holdings LLC now owns 40,379 shares of the company’s stock valued at $26,376,000 after purchasing an additional 634 shares during the period. Beckerman Institutional LLC grew its holdings in iShares Core S&P 500 ETF by 26.1% during the first quarter. Beckerman Institutional LLC now owns 1,005 shares of the company’s stock valued at $656,000 after purchasing an additional 208 shares during the period. Calamos Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 0.4% in the first quarter. Calamos Wealth Management LLC now owns 258,931 shares of the company’s stock worth $169,136,000 after buying an additional 910 shares in the last quarter. Finally, Calamos Advisors LLC increased its position in iShares Core S&P 500 ETF by 1,854.0% in the first quarter. Calamos Advisors LLC now owns 273,147 shares of the company’s stock worth $178,422,000 after buying an additional 259,168 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.3%

NYSEARCA IVV opened at $755.12 on Wednesday. The stock’s 50-day moving average price is $747.38 and its 200-day moving average price is $708.12. iShares Core S&P 500 ETF has a 52 week low of $621.05 and a 52 week high of $764.00. The company has a market capitalization of $890.44 billion, a P/E 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.