iShares Core S&P 500 ETF $IVV Shares Acquired by Crewe Advisors LLC

Crewe Advisors LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 200,342 shares of the company’s stock after purchasing an additional 3,492 shares during the quarter. iShares Core S&P 500 ETF comprises about 12.2% of Crewe Advisors LLC’s investment portfolio, making the stock its largest holding. Crewe Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $137,222,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Americana Partners LLC raised its holdings in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares during the period. Forza Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after buying an additional 1,438 shares during the period. Legacy Private Trust Co. increased its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC increased its position in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares in the last quarter. Finally, Fonville Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 121.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after buying an additional 3,224 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $658.96 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The firm has a market cap of $726.73 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $678.58 and its two-hundred day moving average price is $679.49.

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. 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.