Bar Harbor Wealth Management Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Bar Harbor Wealth Management lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 108,072 shares of the company’s stock after acquiring an additional 19,516 shares during the period. iShares Core S&P 500 ETF accounts for approximately 4.2% of Bar Harbor Wealth Management’s holdings, making the stock its 3rd biggest holding. Bar Harbor Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $63,620,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $32,000. Safe Harbor Fiduciary LLC purchased a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth about $33,000. Cedar Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the last quarter. Kennebec Savings Bank purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $40,000. Finally, Brooklyn Investment Group purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $42,000.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $584.18 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $472.11 and a fifty-two week high of $612.09. The company has a market cap of $504.09 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business’s 50 day moving average price is $598.24 and its 200-day moving average price is $575.02.

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.