Perigon Wealth Management LLC Has $118.82 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Perigon Wealth Management LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 199,822 shares of the company’s stock after selling 17,683 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.9% of Perigon Wealth Management LLC’s holdings, making the stock its 3rd largest position. Perigon Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $118,818,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Creative Planning raised its stake in iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock worth $12,325,761,000 after acquiring an additional 257,499 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after purchasing an additional 2,187,803 shares during the last quarter. International Assets Investment Management LLC increased its stake in iShares Core S&P 500 ETF by 67,668.9% in the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after acquiring an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after buying an additional 89,032 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $607.94 on Friday. The firm has a market capitalization of $524.59 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business has a 50 day simple moving average of $600.08 and a 200-day simple moving average of $578.77. iShares Core S&P 500 ETF has a 1 year low of $485.19 and a 1 year high of $613.79.

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.