Bartlett & CO. Wealth Management LLC Reduces Stake in iShares Core S&P 500 ETF $IVV

Bartlett & CO. Wealth Management LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,374 shares of the ETF’s stock after selling 1,847 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $11,812,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock valued at $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP raised its stake in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning boosted its holdings in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE boosted its holdings in iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 400.8% in the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $746.72 on Friday. iShares Core S&P 500 ETF has a one year low of $622.31 and a one year high of $764.00. The firm has a market cap of $879.71 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $748.30 and its 200-day moving average price is $709.28.

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.