iShares Core S&P 500 ETF $IVV Shares Purchased by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 59.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,280 shares of the company’s stock after acquiring an additional 847 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $1,489,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its position in 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 company’s stock worth $23,176,806,000 after purchasing an additional 409,816 shares in the last quarter. Marshall Wace LLP lifted its position in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after buying an additional 4,928,585 shares in the last quarter. Creative Planning lifted its position in iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after buying an additional 505,293 shares in the last quarter. Bank of America Corp DE lifted its position in iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’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 stake in iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.8%

iShares Core S&P 500 ETF stock opened at $755.05 on Friday. iShares Core S&P 500 ETF has a 52-week low of $621.05 and a 52-week high of $764.00. The firm has a fifty day moving average of $745.34 and a 200-day moving average of $706.76. The firm has a market capitalization of $892.54 billion, a P/E ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.