iShares Core S&P 500 ETF (NYSEARCA:IVV) is Circle Wealth Management LLC’s 4th Largest Position

Circle Wealth Management LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 0.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 654,607 shares of the company’s stock after buying an additional 282 shares during the period. iShares Core S&P 500 ETF accounts for about 8.4% of Circle Wealth Management LLC’s portfolio, making the stock its 4th largest position. Circle Wealth Management LLC owned approximately 0.08% of iShares Core S&P 500 ETF worth $377,590,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Balboa Wealth Partners raised its position in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares in the last quarter. Proffitt & Goodson Inc. increased its stake in iShares Core S&P 500 ETF by 21.2% in the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after purchasing an additional 18 shares during the last quarter. TruWealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares in the last quarter. Finally, Hassell Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $605.50 on Friday. iShares Core S&P 500 ETF has a 12 month low of $455.41 and a 12 month high of $606.32. The company has a market capitalization of $522.49 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average price is $585.69 and its 200 day moving average price is $561.31.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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