WHI TRUST Co LLC Takes $27.24 Million Position in iShares Core S&P 500 ETF $IVV

WHI TRUST Co LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 39,771 shares of the company’s stock, valued at approximately $27,241,000. iShares Core S&P 500 ETF comprises approximately 21.0% of WHI TRUST Co LLC’s investment portfolio, making the stock its 3rd largest position.

Several other institutional investors have also modified their holdings of the stock. Americana Partners LLC increased its holdings in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares during the period. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares during the period. Coyle Financial Counsel LLC increased its holdings in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares during the period. Finally, Belpointe Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.8%

IVV opened at $751.56 on Friday. The stock’s fifty day moving average is $689.96 and its two-hundred day moving average is $687.92. The company has a market capitalization of $829.91 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $578.31 and a 52 week high of $753.02.

About iShares Core S&P 500 ETF

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.