Landmark Wealth Management LLC Has $5.76 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Landmark Wealth Management LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,777 shares of the company’s stock after selling 26 shares during the quarter. iShares Core S&P 500 ETF comprises 2.6% of Landmark Wealth Management LLC’s holdings, making the stock its 11th largest holding. Landmark Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $5,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Modus Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $32,000. Ulland Investment Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $33,000. Cedar Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $40,000.

iShares Core S&P 500 ETF Stock Up 0.5 %

Shares of IVV opened at $607.94 on Friday. The business’s fifty day moving average is $600.08 and its 200 day moving average is $578.77. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $613.79. The stock has a market cap of $524.59 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.