Talon Private Wealth LLC Makes New Investment in iShares Core S&P 500 ETF $IVV

Talon Private Wealth LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 3,810 shares of the ETF’s stock, valued at approximately $2,489,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Hubbell Strickland Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock valued at $27,172,000 after buying an additional 792 shares during the last quarter. Atria Investments Inc grew its holdings in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after buying an additional 30,777 shares in the last quarter. M&T Bank Corp grew its holdings in iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares in the last quarter. Finally, FDx Advisors Inc. raised its position in iShares Core S&P 500 ETF by 40.7% in the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after buying an additional 4,051 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.2%

Shares of NYSEARCA:IVV opened at $744.22 on Wednesday. The stock’s fifty day simple moving average is $748.62 and its two-hundred day simple moving average is $712.18. iShares Core S&P 500 ETF has a 1-year low of $622.31 and a 1-year high of $764.00. The stock has a market cap of $871.63 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.