iShares Core S&P 500 ETF $IVV is Monograph Wealth Advisors LLC’s 5th Largest Position

Monograph Wealth Advisors LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 54,837 shares of the company’s stock after selling 680 shares during the period. iShares Core S&P 500 ETF accounts for about 3.7% of Monograph Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest position. Monograph Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $37,560,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 24.0% in 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 during the period. Schnieders Capital Management LLC. boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the period. First Trust Advisors LP boosted its holdings in shares of iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the period. Finally, Sei Investments Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 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

Shares of NYSEARCA IVV opened at $745.14 on Friday. The firm has a market capitalization of $822.82 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average price of $725.41 and a 200 day moving average price of $698.23. iShares Core S&P 500 ETF has a 52-week low of $594.71 and a 52-week high of $764.00.

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.