Red Door Wealth Management LLC Raises Stock Position in iShares Core S&P 500 ETF $IVV

Red Door Wealth Management LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,052 shares of the company’s stock after purchasing an additional 3,921 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.6% of Red Door Wealth Management LLC’s holdings, making the stock its 14th biggest holding. Red Door Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $15,104,000 as of its most recent filing with the Securities and Exchange Commission.

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

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $658.96 on Monday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97. The stock has a market cap of $726.73 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s fifty day moving average price is $678.58 and its 200-day moving average price is $679.75.

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.