AlTi Global Inc. Sells 526 Shares of iShares Core S&P 500 ETF $IVV

AlTi Global Inc. trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,204 shares of the company’s stock after selling 526 shares during the quarter. AlTi Global Inc.’s holdings in iShares Core S&P 500 ETF were worth $15,037,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Wealth Group Ltd. lifted its holdings in iShares Core S&P 500 ETF by 1.2% during the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after purchasing an additional 2,271 shares in the last quarter. GAMMA Investing LLC lifted its holdings in iShares Core S&P 500 ETF by 16.4% during the first quarter. GAMMA Investing LLC now owns 7,321 shares of the company’s stock valued at $4,114,000 after purchasing an additional 1,032 shares in the last quarter. Finally, NorthStar Asset Management LLC NJ purchased a new position in iShares Core S&P 500 ETF during the first quarter valued at approximately $4,503,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $680.52 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $681.80. The company has a market capitalization of $713.66 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50 day simple moving average is $660.89 and its two-hundred day simple moving average is $618.91.

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.