iShares Core S&P 500 ETF $IVV Holdings Raised by Coldstream Capital Management Inc.

Coldstream Capital Management Inc. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 781,814 shares of the company’s stock after purchasing an additional 31,281 shares during the quarter. iShares Core S&P 500 ETF makes up 6.9% of Coldstream Capital Management Inc.’s investment portfolio, making the stock its biggest holding. Coldstream Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $535,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of IVV. Nicollet Investment Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the last quarter. Anchor Investment Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares during the last quarter. Wealth Effects LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares during the last quarter. West Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after acquiring an additional 15 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $749.14 on Friday. iShares Core S&P 500 ETF has a one year low of $578.31 and a one year high of $753.02. The company has a market cap of $827.24 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $697.42 and its 200-day simple moving average is $690.27.

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. 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.