Caliber Wealth Management LLC KS Has $142.68 Million Stock Position in iShares Core S&P 500 ETF $IVV

Caliber Wealth Management LLC KS increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.3% in the first quarter, Holdings Channel.com reports. The firm owned 218,425 shares of the company’s stock after acquiring an additional 23,895 shares during the period. iShares Core S&P 500 ETF comprises approximately 15.6% of Caliber Wealth Management LLC KS’s portfolio, making the stock its largest holding. Caliber Wealth Management LLC KS’s holdings in iShares Core S&P 500 ETF were worth $142,677,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Legacy Private Trust Co. increased its holdings in shares of 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 acquiring an additional 3,711 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its holdings in shares of 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 valued at $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC lifted its holdings in shares of 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 valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Atria Investments Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. Finally, M&T Bank Corp grew its position in shares of iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after purchasing an additional 10,723 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $749.10 on Thursday. The business has a 50 day simple moving average of $740.89 and a 200 day simple moving average of $703.77. iShares Core S&P 500 ETF has a 52-week low of $619.58 and a 52-week high of $764.00. The stock has a market cap of $888.13 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.