Kestra Private Wealth Services LLC Has $77.44 Million Holdings in iShares Core S&P 500 ETF $IVV

Kestra Private Wealth Services LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 118,547 shares of the company’s stock after purchasing an additional 12,714 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.0% of Kestra Private Wealth Services LLC’s holdings, making the stock its 12th biggest position. Kestra Private Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $77,436,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares during the period. Schonfeld Strategic Advisors LLC increased its stake in iShares Core S&P 500 ETF by 3,927.5% during the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the company’s stock valued at $5,590,424,000 after acquiring an additional 7,959,263 shares during the period. Millennium Management LLC increased its stake in iShares Core S&P 500 ETF by 93.3% during the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the company’s stock valued at $9,927,711,000 after acquiring an additional 6,995,145 shares during the period. Walleye Capital LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $4,531,611,000. Finally, Marshall Wace LLP raised its holdings in iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.9%

Shares of IVV stock opened at $730.17 on Friday. iShares Core S&P 500 ETF has a 12 month low of $613.79 and a 12 month high of $764.00. The company has a market capitalization of $806.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average of $738.65 and a two-hundred day moving average of $702.45.

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.