NerdWallet Wealth Partners LLC Increases Stock Holdings in iShares Core S&P 500 ETF $IVV

NerdWallet Wealth Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 113,869 shares of the ETF’s stock after purchasing an additional 4,862 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 32.5% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its largest holding. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $74,393,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock valued at $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP boosted its stake in iShares Core S&P 500 ETF by 17.9% in the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning boosted its stake in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the period. Bank of America Corp DE grew its holdings in iShares Core S&P 500 ETF by 27.7% during the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after buying an additional 4,709,612 shares in the last quarter. Finally, Corient Private Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.4%

NYSEARCA:IVV opened at $758.39 on Thursday. The business’s 50-day moving average price is $747.80 and its two-hundred day moving average price is $708.58. The stock has a market cap of $894.29 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $621.05 and a twelve month high of $764.00.

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.