iShares Core S&P 500 ETF $IVV Position Raised by Dakota Wealth Management

Dakota Wealth Management raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 273,774 shares of the company’s stock after purchasing an additional 7,833 shares during the period. iShares Core S&P 500 ETF accounts for 3.3% of Dakota Wealth Management’s portfolio, making the stock its 2nd largest position. Dakota Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $187,518,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its position in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after buying an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in iShares Core S&P 500 ETF by 0.7% in the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after acquiring an additional 201,983 shares in the last quarter. Marshall Wace LLP boosted its holdings in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares in the last quarter. Creative Planning grew its stake in shares of iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp grew its stake in shares of iShares Core S&P 500 ETF by 3.6% in the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after acquiring an additional 601,254 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $636.99 on Friday. The business has a fifty day moving average price of $682.25 and a 200-day moving average price of $679.70. The company has a market capitalization of $700.18 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.