Reflection Asset Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,742 shares of the company’s stock, valued at approximately $4,660,000. iShares Core S&P 500 ETF accounts for approximately 3.3% of Reflection Asset Management’s investment portfolio, making the stock its 5th largest position.
Several other institutional investors have also recently made changes to their positions in IVV. Nicollet Investment Management Inc. increased its holdings in iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares in the last quarter. Anchor Investment Management LLC lifted its holdings in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares during the period. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of IVV stock opened at $750.11 on Friday. iShares Core S&P 500 ETF has a one year low of $594.71 and a one year high of $764.00. The company’s fifty day moving average price is $734.01 and its 200-day moving average price is $700.66. The company has a market capitalization of $828.31 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
iShares Core S&P 500 ETF Company 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.
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