CIC Wealth LLC Has $3.64 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

CIC Wealth LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,921 shares of the company’s stock after purchasing an additional 34 shares during the quarter. iShares Core S&P 500 ETF makes up 1.1% of CIC Wealth LLC’s portfolio, making the stock its 23rd largest holding. CIC Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $3,639,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IVV. TruWealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after purchasing an additional 21 shares during the last quarter. Great Waters Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 1.7% in the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after buying an additional 22 shares during the period. TriaGen Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 3.6% in the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after buying an additional 22 shares during the period. Arista Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock valued at $2,924,000 after buying an additional 22 shares during the period. Finally, Financial Perspectives Inc raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock valued at $2,860,000 after buying an additional 22 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV traded up $2.07 during mid-day trading on Tuesday, hitting $547.68. The stock had a trading volume of 4,810,678 shares, compared to its average volume of 5,364,886. The firm has a market cap of $472.59 billion, a P/E ratio of 25.23 and a beta of 0.99. The business has a fifty day moving average price of $527.04 and a 200-day moving average price of $508.34. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $551.29.

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.