Tritonpoint Wealth LLC Has $1.99 Million Stock Position in iShares Core S&P 500 ETF $IVV

Tritonpoint Wealth LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 84.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,900 shares of the company’s stock after selling 15,468 shares during the period. Tritonpoint Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $1,989,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth $39,000. Dorato Capital Management bought a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $55,000. Winnow Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the third quarter worth about $61,000. Texas Capital Bancshares Inc TX acquired a new position in iShares Core S&P 500 ETF during the third quarter worth about $68,000. Finally, Ulland Investment Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 87.3% in the third quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock worth $69,000 after acquiring an additional 48 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $658.96 on Friday. The company’s 50 day moving average is $678.58 and its 200-day moving average is $679.61. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The company has a market cap of $726.73 billion, a P/E 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.