Halbert Hargrove Global Advisors LLC Has $342.86 Million Stock Position in iShares Core S&P 500 ETF $IVV

Halbert Hargrove Global Advisors LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 500,569 shares of the company’s stock after selling 1,302 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 16.3% of Halbert Hargrove Global Advisors LLC’s investment portfolio, making the stock its biggest position. Halbert Hargrove Global Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $342,860,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at $39,000. Dorato Capital Management acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $55,000. Maryland Capital Advisors Inc. boosted its position in shares of iShares Core S&P 500 ETF by 681.8% in the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after acquiring an additional 75 shares during the period. Winnow Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at about $61,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at about $68,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $689.54 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $510.83 and a 52 week high of $700.97. The firm’s 50-day simple moving average is $676.07 and its 200 day simple moving average is $680.21. The firm has a market cap of $755.49 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.