Proathlete Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 114,668 shares of the company’s stock after purchasing an additional 7,764 shares during the period. iShares Core S&P 500 ETF comprises approximately 25.4% of Proathlete Wealth Management LLC’s holdings, making the stock its biggest holding. Proathlete Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $67,506,000 as of its most recent SEC filing.
Other institutional investors have also recently modified their holdings of the company. Compass Ion Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 1.8% during the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after buying an additional 1,405 shares during the period. Daiwa Securities Group Inc. boosted its position in iShares Core S&P 500 ETF by 35.9% during the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after acquiring an additional 95,234 shares during the last quarter. Fifth Third Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 23.3% during the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after acquiring an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after acquiring an additional 83 shares during the period.
iShares Core S&P 500 ETF Stock Up 0.5 %
IVV stock opened at $607.94 on Friday. The stock has a market capitalization of $524.59 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The stock’s fifty day simple moving average is $600.08 and its 200-day simple moving average is $578.77. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $613.79.
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.
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