Marin Bay Wealth Advisors LLC Has $60.77 Million Holdings in iShares Core S&P 500 ETF $IVV

Marin Bay Wealth Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 506.7% in the first quarter, according to its most recent filing with the SEC. The fund owned 93,030 shares of the ETF’s stock after acquiring an additional 77,696 shares during the period. iShares Core S&P 500 ETF comprises 18.3% of Marin Bay Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Marin Bay Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $60,768,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wealth Effects LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock valued at $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after buying an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management increased its holdings in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after buying an additional 15 shares during the period. Gratus Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after buying an additional 15 shares in the last quarter. Finally, Bridgewealth Advisory Group LLC lifted its holdings in iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after buying an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.9%

iShares Core S&P 500 ETF stock opened at $751.95 on Wednesday. The firm has a market cap of $887.04 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average of $748.56 and a two-hundred day moving average of $710.27. iShares Core S&P 500 ETF has a twelve month low of $622.31 and a twelve month high of $764.00.

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.