Precedent Wealth Partners LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 20,778 shares of the company’s stock after selling 417 shares during the quarter. iShares Core S&P 500 ETF makes up about 4.0% of Precedent Wealth Partners LLC’s holdings, making the stock its 3rd largest position. Precedent Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $12,232,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently added to or reduced their stakes in the company. Compass Ion Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 27.5% in the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares during the period. Bluesphere Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares in the last quarter. Daiwa Securities Group Inc. lifted its position in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after acquiring an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 23.3% during the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 5.0% in the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after purchasing an additional 83 shares in the last quarter.
iShares Core S&P 500 ETF Trading Down 1.4 %
Shares of IVV stock opened at $602.37 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The company has a market capitalization of $519.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm has a 50-day moving average price of $599.34 and a 200 day moving average price of $577.97.
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- 3 Dividend Kings To Consider
- Sizing Up a New Opportunity for NVIDIA Investors
- How to Invest in Small Cap Stocks
- Is DeepSeek Challenging NVIDIA’s AI Dominance?
- How to Effectively Use the MarketBeat Ratings Screener
- The 3 Biggest M&A Stock Opportunities for 2025
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.