IAG Wealth Partners LLC Has $26.26 Million Stock Position in iShares Core S&P 500 ETF $IVV

IAG Wealth Partners LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 38,341 shares of the company’s stock after selling 2,546 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 3.0% of IAG Wealth Partners LLC’s investment portfolio, making the stock its 8th largest holding. IAG Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $26,261,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in IVV. Heritage Trust Co raised its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the fourth quarter. Heritage Trust Co now owns 11,191 shares of the company’s stock valued at $7,665,000 after acquiring an additional 280 shares in the last quarter. Camden National Bank raised its holdings in shares of iShares Core S&P 500 ETF by 266.1% in the fourth quarter. Camden National Bank now owns 9,306 shares of the company’s stock valued at $6,374,000 after acquiring an additional 6,764 shares in the last quarter. Beto Financial Group LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $1,952,000. Allen Investment Management LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $4,132,000. Finally, Vantus Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $6,526,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $762.02 on Tuesday. The business has a 50-day moving average price of $708.13 and a 200 day moving average price of $693.53. The company has a market capitalization of $841.46 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $587.88 and a 1-year high of $763.93.

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.