Marcum Wealth LLC Acquires 5,435 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Marcum Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 335,240 shares of the company’s stock after purchasing an additional 5,435 shares during the period. iShares Core S&P 500 ETF makes up approximately 17.1% of Marcum Wealth LLC’s holdings, making the stock its largest position. Marcum Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $197,349,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Ironwood Wealth Management LLC. lifted its stake in shares of iShares Core S&P 500 ETF by 0.6% in the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after buying an additional 574 shares during the period. Fund Evaluation Group LLC raised its holdings in iShares Core S&P 500 ETF by 5.4% in the 2nd quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after acquiring an additional 59,680 shares in the last quarter. WealthPLAN Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.3% in the 2nd quarter. WealthPLAN Partners LLC now owns 23,326 shares of the company’s stock worth $12,765,000 after acquiring an additional 968 shares during the period. Moors & Cabot Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 13.2% during the 2nd quarter. Moors & Cabot Inc. now owns 14,097 shares of the company’s stock worth $7,714,000 after purchasing an additional 1,641 shares in the last quarter. Finally, Arvest Trust Co. N A increased its position in shares of iShares Core S&P 500 ETF by 10.7% during the second quarter. Arvest Trust Co. N A now owns 171,543 shares of the company’s stock valued at $93,873,000 after purchasing an additional 16,556 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.1 %

Shares of NYSEARCA IVV opened at $584.99 on Wednesday. The firm has a market capitalization of $504.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $472.11 and a one year high of $612.09. The business has a fifty day simple moving average of $598.35 and a 200 day simple moving average of $575.28.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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