iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by One Charles Private Wealth Services LLC

One Charles Private Wealth Services LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1,141.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,411 shares of the company’s stock after purchasing an additional 4,975 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.0% of One Charles Private Wealth Services LLC’s portfolio, making the stock its 23rd largest holding. One Charles Private Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $3,706,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Commonwealth Financial Services LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.4% in the 4th quarter. Commonwealth Financial Services LLC now owns 37,683 shares of the company’s stock worth $25,810,000 after buying an additional 868 shares during the last quarter. Resolute Wealth Strategies LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.1% in the 4th quarter. Resolute Wealth Strategies LLC now owns 1,045 shares of the company’s stock worth $716,000 after buying an additional 41 shares during the last quarter. Plan A Wealth LLC lifted its position in shares of iShares Core S&P 500 ETF by 61.8% in the 4th quarter. Plan A Wealth LLC now owns 4,204 shares of the company’s stock worth $2,879,000 after buying an additional 1,606 shares during the last quarter. Goldenstone Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $1,345,000. Finally, Global Retirement Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 11.1% in the 4th quarter. Global Retirement Partners LLC now owns 162,041 shares of the company’s stock worth $110,989,000 after buying an additional 16,199 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $746.18 on Friday. The firm’s 50-day moving average is $696.02 and its 200-day moving average is $689.85. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02. The company has a market cap of $823.97 billion, a P/E ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.