iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Montis Financial LLC

Montis Financial LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 45.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,768 shares of the company’s stock after acquiring an additional 5,842 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.4% of Montis Financial LLC’s investment portfolio, making the stock its 8th largest holding. Montis Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $11,048,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Poinciana Advisors Group LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at $240,000. Valtinson Bruner Financial Planning LLC lifted its stake in iShares Core S&P 500 ETF by 12.2% in the fourth quarter. Valtinson Bruner Financial Planning LLC now owns 396 shares of the company’s stock valued at $233,000 after acquiring an additional 43 shares during the last quarter. Hills Bank & Trust Co lifted its stake in shares of iShares Core S&P 500 ETF by 104.6% during the 4th quarter. Hills Bank & Trust Co now owns 1,060 shares of the company’s stock worth $624,000 after buying an additional 542 shares during the last quarter. J. L. Bainbridge & Co. Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 16.3% during the 4th quarter. J. L. Bainbridge & Co. Inc. now owns 778 shares of the company’s stock worth $458,000 after buying an additional 109 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in shares of iShares Core S&P 500 ETF by 11.1% during the 4th quarter. Kestra Advisory Services LLC now owns 677,332 shares of the company’s stock worth $398,731,000 after buying an additional 67,516 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $565.56 on Friday. The firm has a 50-day moving average of $596.10 and a 200-day moving average of $588.68. The stock has a market cap of $562.53 billion, a PE ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.