Burling Wealth Partners LLC Acquires 3,900 Shares of iShares Core S&P 500 ETF $IVV

Burling Wealth Partners LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 116.1% during the 4th quarter, HoldingsChannel reports. The firm owned 7,259 shares of the company’s stock after purchasing an additional 3,900 shares during the period. Burling Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $4,972,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after purchasing an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after purchasing an additional 201,983 shares in the last quarter. Marshall Wace LLP lifted its holdings in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after purchasing an additional 6,101,936 shares in the last quarter. Creative Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares in the last quarter. Finally, Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after purchasing an additional 601,254 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $744.79 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $578.31 and a fifty-two week high of $753.02. The stock has a market capitalization of $822.43 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $694.70 and its 200-day simple moving average is $689.42.

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. 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.