Cliftonlarsonallen Wealth Advisors LLC Has $46.14 Million Stock Position in iShares Core S&P 500 ETF $IVV

Cliftonlarsonallen Wealth Advisors LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 67,368 shares of the company’s stock after selling 3,294 shares during the period. Cliftonlarsonallen Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $46,143,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Falcon Wealth Planning grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares during the period. Atwood & Palmer Inc. lifted its position in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. lifted its position in iShares Core S&P 500 ETF by 2.7% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares in the last quarter. Balanced Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after acquiring an additional 15 shares in the last quarter. Finally, Nicollet Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

IVV opened at $683.01 on Friday. The stock has a market capitalization of $752.85 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $510.83 and a 12 month high of $700.97. The firm’s fifty day simple moving average is $676.50 and its 200 day simple moving average is $679.72.

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. 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.