Cary Street Partners Investment Advisory LLC Boosts Stake in iShares Core S&P 500 ETF $IVV

Cary Street Partners Investment Advisory LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 214.8% in the 4th quarter, Holdings Channel reports. The firm owned 5,550 shares of the company’s stock after acquiring an additional 3,787 shares during the period. iShares Core S&P 500 ETF accounts for 1.0% of Cary Street Partners Investment Advisory LLC’s portfolio, making the stock its 15th biggest holding. Cary Street Partners Investment Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $3,802,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of IVV. Nicollet Investment Management Inc. increased its position in iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the last quarter. Anchor Investment Management LLC increased its position in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares during the last quarter. Wealth Effects LLC increased its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares during the last quarter. West Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its position in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after acquiring an additional 15 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 $749.14 on Tuesday. The stock has a market cap of $827.24 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $578.31 and a one year high of $753.02. The stock has a fifty day moving average of $699.02 and a 200 day moving average of $690.79.

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.