Sonoma Allocations LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV

Sonoma Allocations LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor 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 comprises 12.7% of Sonoma Allocations LLC’s investment portfolio, making the stock its biggest 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 & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the company. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $26,000. Decker Retirement Planning Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $29,000. GS Investments Inc. increased its stake in iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $39,000. 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 firm has a 50 day simple moving average of $734.01 and a two-hundred day simple moving average of $700.66. iShares Core S&P 500 ETF has a one year low of $594.71 and a one year high of $764.00. The company has a market cap of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.