Kingsview Wealth Management LLC Grows Stock Holdings in iShares Core S&P 500 ETF $IVV

Kingsview Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,094 shares of the company’s stock after purchasing an additional 1,669 shares during the quarter. Kingsview Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $19,243,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Legacy Private Trust Co. grew its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC grew its position in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares in the last quarter. Belpointe Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the period. Finally, Atria Investments Inc raised its stake in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.0%

Shares of IVV opened at $754.17 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $586.05 and a twelve month high of $755.68. The company has a market cap of $832.79 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s fifty day simple moving average is $702.44 and its 200-day simple moving average is $691.87.

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.