iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the 4th quarter, HoldingsChannel reports. The firm owned 24,215 shares of the company’s stock after acquiring an additional 814 shares during the period. iShares Core S&P 500 ETF accounts for 3.5% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Cherry Tree Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,585,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Legacy Private Trust Co. boosted its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC boosted its position in iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC boosted its position in 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 company’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc boosted its position in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $760.05 on Friday. The business’s fifty day moving average is $706.11 and its two-hundred day moving average is $692.93. The company has a market cap of $839.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $586.05 and a one year high of $761.65.

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.