iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Circle Wealth Management LLC

Circle Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 682,193 shares of the company’s stock after purchasing an additional 27,586 shares during the period. iShares Core S&P 500 ETF comprises approximately 8.5% of Circle Wealth Management LLC’s holdings, making the stock its 3rd biggest holding. Circle Wealth Management LLC owned 0.08% of iShares Core S&P 500 ETF worth $401,593,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of IVV. Nisa Investment Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $5,813,061,000. Wealthfront Advisers LLC grew its holdings in iShares Core S&P 500 ETF by 553,404.4% in the 4th quarter. Wealthfront Advisers LLC now owns 8,535,038 shares of the company’s stock valued at $5,024,406,000 after buying an additional 8,533,496 shares during the period. Proficio Capital Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 40,255.6% during the 4th quarter. Proficio Capital Partners LLC now owns 8,128,820 shares of the company’s stock worth $4,785,274,000 after acquiring an additional 8,108,677 shares during the period. Prudential Financial Inc. boosted its position in shares of iShares Core S&P 500 ETF by 142.1% in the fourth quarter. Prudential Financial Inc. now owns 11,609,297 shares of the company’s stock worth $6,834,161,000 after acquiring an additional 6,813,214 shares during the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $3,488,275,000.

iShares Core S&P 500 ETF Stock Up 0.4 %

NYSEARCA:IVV opened at $563.77 on Thursday. The company has a market cap of $569.41 billion, a P/E ratio of 23.43 and a beta of 1.01. The firm’s 50 day moving average is $552.82 and its two-hundred day moving average is $582.71. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $616.22.

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.