Theory Financial LLC Has $1.97 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Theory Financial LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,344 shares of the company’s stock after selling 21 shares during the period. Theory Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $1,969,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after buying an additional 2,187,803 shares in the last quarter. Nisa Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $5,813,061,000. Wealth Enhancement Advisory Services LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.4% during the fourth 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 in the last quarter. Alberta Investment Management Corp increased its holdings in shares of iShares Core S&P 500 ETF by 121.2% during the fourth quarter. Alberta Investment Management Corp now owns 5,660,361 shares of the company’s stock worth $3,332,141,000 after buying an additional 3,101,389 shares in the last quarter. Finally, Asset Management One Co. Ltd. increased its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the fourth quarter. Asset Management One Co. Ltd. now owns 3,204,448 shares of the company’s stock worth $1,914,754,000 after buying an additional 14,571 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $602.87 on Friday. The firm has a market cap of $520.22 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm has a 50 day simple moving average of $601.14 and a 200 day simple moving average of $585.94. iShares Core S&P 500 ETF has a fifty-two week low of $496.30 and a fifty-two week high of $616.22.

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.