Trifecta Capital Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.1% during the 4th quarter, HoldingsChannel reports. The firm owned 27,650 shares of the company’s stock after acquiring an additional 1,084 shares during the period. iShares Core S&P 500 ETF comprises 3.2% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 11th largest position. Trifecta Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $16,277,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Balboa Wealth Partners boosted its position in iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the period. Lewis Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares in the last quarter. Hassell Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares in the last quarter. Sandbox Financial Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares in the last quarter. Finally, Dodds Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after buying an additional 18 shares in the last quarter.
iShares Core S&P 500 ETF Trading Down 0.5 %
Shares of iShares Core S&P 500 ETF stock opened at $600.00 on Tuesday. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22. The company has a market cap of $517.74 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50-day moving average price is $600.94 and its 200-day moving average price is $586.86.
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.
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