iShares Core S&P 500 ETF (NYSEARCA:IVV) is Crestmont Private Wealth LLC’s Largest Position

Crestmont Private Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 101,995 shares of the company’s stock after acquiring an additional 1,419 shares during the period. iShares Core S&P 500 ETF accounts for about 27.0% of Crestmont Private Wealth LLC’s holdings, making the stock its biggest position. Crestmont Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $60,042,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of IVV. Compass Ion Advisors LLC raised its stake in iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after acquiring an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares during the period. Mark Sheptoff Financial Planning LLC raised its stake in shares of iShares Core S&P 500 ETF by 63.7% during the second quarter. Mark Sheptoff Financial Planning LLC now owns 928 shares of the company’s stock worth $508,000 after purchasing an additional 361 shares during the last quarter. Sompo Asset Management Co. Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 102.4% during the second quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock worth $1,967,000 after purchasing an additional 1,819 shares during the period. Finally, Daiwa Securities Group Inc. grew its position in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after buying an additional 95,234 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $595.63 on Thursday. iShares Core S&P 500 ETF has a one year low of $472.11 and a one year high of $612.09. The company has a market cap of $513.97 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm has a fifty day moving average of $598.35 and a two-hundred day moving average of $575.28.

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.