Sonoma Allocations LLC Buys 3,290 Shares of iShares Core S&P 500 ETF $IVV

Sonoma Allocations LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 54,713 shares of the company’s stock after purchasing an additional 3,290 shares during the quarter. iShares Core S&P 500 ETF accounts for about 12.7% of Sonoma Allocations LLC’s portfolio, making the stock its largest position. Sonoma Allocations LLC’s holdings in iShares Core S&P 500 ETF were worth $38,197,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares in the last quarter. First Trust Advisors LP grew its position in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after acquiring an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. increased its holdings in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after purchasing an additional 97 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $750.11 on Friday. The stock has a market cap of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The business has a 50-day simple moving average of $734.01 and a two-hundred day simple moving average of $700.66.

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.