Retirement Income Solutions Inc lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 23.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 275,946 shares of the company’s stock after buying an additional 51,972 shares during the quarter. iShares Core S&P 500 ETF makes up about 32.8% of Retirement Income Solutions Inc’s portfolio, making the stock its biggest position. Retirement Income Solutions Inc’s holdings in iShares Core S&P 500 ETF were worth $162,444,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Compass Ion Advisors LLC raised its stake in 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 worth $6,096,000 after buying an additional 2,278 shares in the last quarter. 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 acquiring an additional 1,405 shares during the period. Daiwa Securities Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after acquiring an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 23.3% during the 3rd 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 boosted its position in iShares Core S&P 500 ETF by 5.0% during 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 Stock Up 0.0 %
NYSEARCA:IVV opened at $612.68 on Tuesday. The firm has a 50 day moving average of $600.72 and a 200 day moving average of $583.50. iShares Core S&P 500 ETF has a 52 week low of $495.94 and a 52 week high of $613.93. The stock has a market capitalization of $528.68 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.
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.
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