AlTi Global Inc. Has $100.68 Million Stock Position in iShares Core S&P 500 ETF $IVV

AlTi Global Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 149,979 shares of the ETF’s stock after selling 25,478 shares during the quarter. iShares Core S&P 500 ETF makes up 2.2% of AlTi Global Inc.’s investment portfolio, making the stock its 13th largest holding. AlTi Global Inc.’s holdings in iShares Core S&P 500 ETF were worth $100,678,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at $331,591,000. Bison Wealth LLC raised its stake in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock worth $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP lifted its holdings in shares of iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock valued at $5,250,000 after buying an additional 97 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $746.72 on Monday. The business has a 50 day simple moving average of $748.30 and a 200 day simple moving average of $709.41. iShares Core S&P 500 ETF has a 52 week low of $622.31 and a 52 week high of $764.00. The stock has a market cap of $879.71 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.