Rothschild Wealth LLC Has $19.87 Million Stock Position in iShares Core S&P 500 ETF $IVV

Rothschild Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.8% in the fourth quarter, HoldingsChannel reports. The firm owned 29,004 shares of the company’s stock after buying an additional 4,180 shares during the quarter. iShares Core S&P 500 ETF makes up 2.4% of Rothschild Wealth LLC’s investment portfolio, making the stock its 4th biggest position. Rothschild Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $19,866,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Nicollet Investment Management Inc. raised its position in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares in the last quarter. Anchor Investment Management LLC raised its position in shares of iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares in the last quarter. Wealth Effects LLC raised its position in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management raised its position in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $760.05 on Monday. iShares Core S&P 500 ETF has a 52-week low of $586.05 and a 52-week high of $761.65. The firm has a market capitalization of $839.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average price of $706.11 and a 200-day moving average price of $692.99.

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.