Icon Wealth Advisors LLC Raises Holdings in iShares Core S&P 500 ETF $IVV

Icon Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 145,582 shares of the company’s stock after acquiring an additional 3,724 shares during the period. iShares Core S&P 500 ETF accounts for about 6.6% of Icon Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Icon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $99,715,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in IVV. Decker Retirement Planning Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $29,000. GS Investments Inc. raised its stake in shares of iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $38,000. Imprint Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $39,000. Finally, Dorato Capital Management bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $55,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $745.14 on Friday. The stock’s 50 day simple moving average is $725.41 and its 200 day simple moving average is $698.23. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The company has a market capitalization of $822.82 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.