iShares Core S&P 500 ETF (NYSEARCA:IVV) is Copperwynd Financial LLC’s 9th Largest Position

Copperwynd Financial LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,129 shares of the company’s stock after purchasing an additional 1,294 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.3% of Copperwynd Financial LLC’s investment portfolio, making the stock its 9th biggest position. Copperwynd Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $11,850,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IVV. Daiwa Securities Group Inc. grew its position in iShares Core S&P 500 ETF by 35.9% in 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 in the last quarter. Fifth Third Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 23.3% in 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 in the last quarter. Strategent Financial LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter worth about $416,000. ORG Partners LLC grew its position in iShares Core S&P 500 ETF by 9.0% in the fourth quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after acquiring an additional 2,289 shares in the last quarter. Finally, Meadow Creek Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 5.7% in the fourth quarter. Meadow Creek Wealth Advisors LLC now owns 19,820 shares of the company’s stock worth $11,668,000 after acquiring an additional 1,070 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 2.1 %

IVV opened at $565.56 on Friday. The firm has a market cap of $562.53 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The stock has a 50-day moving average of $596.10 and a 200 day moving average of $588.68.

iShares Core S&P 500 ETF Company 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.