iShares Core S&P 500 ETF (NYSEARCA:IVV) is Barrett & Company Inc.’s 7th Largest Position

Barrett & Company Inc. lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,045 shares of the company’s stock after acquiring an additional 666 shares during the period. iShares Core S&P 500 ETF accounts for about 3.0% of Barrett & Company Inc.’s investment portfolio, making the stock its 7th largest position. Barrett & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $7,091,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the stock. Brewster Financial Planning LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth $202,000. Wealth Group Ltd. lifted its stake in shares of iShares Core S&P 500 ETF by 1.9% during the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after purchasing an additional 3,630 shares in the last quarter. Montis Financial LLC boosted its position in shares of iShares Core S&P 500 ETF by 3,403.0% in the third quarter. Montis Financial LLC now owns 12,926 shares of the company’s stock worth $7,456,000 after buying an additional 12,557 shares during the period. InTrack Investment Management Inc grew its stake in shares of iShares Core S&P 500 ETF by 21.4% in the third quarter. InTrack Investment Management Inc now owns 3,967 shares of the company’s stock valued at $2,288,000 after buying an additional 699 shares in the last quarter. Finally, Mechanics Bank Trust Department raised its holdings in shares of iShares Core S&P 500 ETF by 4.2% during the 3rd quarter. Mechanics Bank Trust Department now owns 2,585 shares of the company’s stock valued at $1,491,000 after buying an additional 105 shares during the period.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $603.80 on Monday. The firm has a market capitalization of $521.02 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $493.07 and a one year high of $613.79. The stock’s 50 day moving average price is $600.67 and its 200 day moving average price is $581.03.

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.