Vision Retirement LLC Has $4.33 Million Position in iShares Core S&P 500 ETF $IVV

Vision Retirement LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,622 shares of the ETF’s stock after selling 1,753 shares during the period. iShares Core S&P 500 ETF comprises about 1.2% of Vision Retirement LLC’s portfolio, making the stock its 18th biggest position. Vision Retirement LLC’s holdings in iShares Core S&P 500 ETF were worth $4,326,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Legacy Private Trust Co. increased its position in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the ETF’s stock worth $228,119,000 after buying an additional 3,711 shares during the period. Belpointe Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after buying an additional 1,700 shares during the period. Hubbell Strickland Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock valued at $27,172,000 after buying an additional 792 shares during the period. Atria Investments Inc lifted its holdings in iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after buying an additional 30,777 shares during the period. Finally, M&T Bank Corp boosted its position in iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after acquiring an additional 10,723 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.0%

Shares of iShares Core S&P 500 ETF stock opened at $746.72 on Friday. The business has a 50-day moving average price of $748.30 and a two-hundred day moving average price of $709.28. iShares Core S&P 500 ETF has a 1-year low of $622.31 and a 1-year high of $764.00. The company has a market cap of $879.71 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.