iShares Core S&P 500 ETF (NYSEARCA:IVV) is Dakota Wealth Management’s 3rd Largest Position

Dakota Wealth Management lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 272,295 shares of the company’s stock after buying an additional 624 shares during the quarter. iShares Core S&P 500 ETF makes up 3.7% of Dakota Wealth Management’s holdings, making the stock its 3rd largest holding. Dakota Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $160,295,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Modus Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $32,000. Ulland Investment Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $32,000. Safe Harbor Fiduciary LLC bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth about $33,000. Cedar Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after buying an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth about $40,000.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $612.70 on Friday. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $612.70. The stock has a 50-day moving average of $598.56 and a 200 day moving average of $577.13. The company has a market capitalization of $528.70 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.