Linscomb Wealth Inc. Has $207.74 Million Stake in iShares Core S&P 500 ETF $IVV

Linscomb Wealth Inc. trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 310,380 shares of the company’s stock after selling 4,360 shares during the quarter. iShares Core S&P 500 ETF comprises about 8.9% of Linscomb Wealth Inc.’s portfolio, making the stock its 2nd biggest position. Linscomb Wealth Inc.’s holdings in iShares Core S&P 500 ETF were worth $207,737,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Integrated Capital Management LLC grew its holdings in iShares Core S&P 500 ETF by 7.9% in the second quarter. Integrated Capital Management LLC now owns 57,267 shares of the company’s stock worth $36,177,000 after purchasing an additional 4,191 shares during the period. Ergawealth Advisors Inc. bought a new stake in iShares Core S&P 500 ETF in the second quarter valued at $222,000. Finally, Wealthcare Advisory Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 6.8% during the second quarter. Wealthcare Advisory Partners LLC now owns 63,783 shares of the company’s stock valued at $39,603,000 after purchasing an additional 4,083 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $689.29 on Thursday. The company’s 50-day moving average is $689.96 and its 200-day moving average is $670.57. The stock has a market capitalization of $757.67 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.

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.