iShares Core S&P 500 ETF $IVV is BCU Wealth Advisors LLC’s 7th Largest Position

BCU Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 30.0% in the first quarter, HoldingsChannel reports. The firm owned 8,546 shares of the company’s stock after acquiring an additional 1,974 shares during the quarter. iShares Core S&P 500 ETF makes up about 2.1% of BCU Wealth Advisors LLC’s investment portfolio, making the stock its 7th biggest position. BCU Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $5,582,000 as of its most recent SEC filing.

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

iShares Core S&P 500 ETF Stock Down 0.9%

NYSEARCA IVV opened at $730.17 on Friday. iShares Core S&P 500 ETF has a 52 week low of $613.79 and a 52 week high of $764.00. The firm has a 50 day moving average of $738.65 and a two-hundred day moving average of $702.45. The stock has a market capitalization of $806.29 billion, a PE 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.