Circle Wealth Management LLC Has $412.79 Million Stake in iShares Core S&P 500 ETF $IVV

Circle Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.7% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 734,631 shares of the company’s stock after purchasing an additional 52,438 shares during the period. iShares Core S&P 500 ETF accounts for about 9.5% of Circle Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Circle Wealth Management LLC owned approximately 0.07% of iShares Core S&P 500 ETF worth $412,789,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Windsor Advisory Group LLC grew its holdings in iShares Core S&P 500 ETF by 100.0% during the fourth quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock valued at $29,000 after purchasing an additional 25 shares during the period. Lord & Richards Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter worth about $31,000. Navigoe LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $38,000. Marquette Asset Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 51.9% in the first quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after acquiring an additional 27 shares during the period. Finally, Putney Financial Group LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $47,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.4%

NYSEARCA IVV opened at $638.70 on Friday. The firm has a market cap of $643.36 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average price of $627.41 and a 200-day moving average price of $592.56. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $649.31.

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.