High Note Wealth LLC Buys 1,822 Shares of iShares Core S&P 500 ETF $IVV

High Note Wealth LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 81,668 shares of the company’s stock after purchasing an additional 1,822 shares during the period. iShares Core S&P 500 ETF accounts for 11.0% of High Note Wealth LLC’s portfolio, making the stock its largest position. High Note Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $55,938,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. Americana Partners LLC lifted its stake in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares during the period. Legacy Private Trust Co. increased its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares during the period. Coyle Financial Counsel LLC increased its position in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC raised its holdings in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $742.45 on Monday. The company has a market cap of $819.85 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02. The company’s 50-day moving average is $691.05 and its two-hundred day moving average is $688.30.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.