Vestwell Advisors LLC Acquires 40,881 Shares of iShares Core S&P 500 ETF $IVV

Vestwell Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 335,295 shares of the ETF’s stock after acquiring an additional 40,881 shares during the quarter. iShares Core S&P 500 ETF makes up about 60.0% of Vestwell Advisors LLC’s portfolio, making the stock its largest holding. Vestwell Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $219,019,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock worth $23,176,806,000 after buying an additional 409,816 shares during the period. Marshall Wace LLP raised its position in shares of iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after acquiring an additional 4,928,585 shares during the last quarter. Creative Planning raised its position in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock worth $14,860,784,000 after acquiring an additional 4,709,612 shares during the period. Finally, Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $733.12 on Thursday. iShares Core S&P 500 ETF has a one year low of $622.31 and a one year high of $764.00. The business’s 50 day simple moving average is $748.39 and its 200 day simple moving average is $712.47. The stock has a market capitalization of $856.06 billion, a PE ratio of 25.10 and a beta of 1.00.

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.