Vestwell Advisors LLC Has $201.66 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Vestwell Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 199.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 294,414 shares of the company’s stock after purchasing an additional 196,048 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 29.8% of Vestwell Advisors LLC’s holdings, making the stock its 2nd biggest position. Vestwell Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $201,656,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IVV. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $29,000. GS Investments Inc. boosted its stake in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after purchasing an additional 20 shares during the period. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Finally, Dorato Capital Management bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $55,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $745.14 on Monday. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00. The company has a market capitalization of $822.82 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $725.41 and a two-hundred day simple moving average of $698.42.

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.