iShares Core S&P 500 ETF $IVV Shares Bought by Traveka Wealth LLC

Traveka Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 49.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,624 shares of the company’s stock after buying an additional 12,710 shares during the quarter. iShares Core S&P 500 ETF comprises 9.6% of Traveka Wealth LLC’s portfolio, making the stock its biggest holding. Traveka Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $25,230,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Anchor Investment Management LLC increased its position in iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares in the last quarter. Wealth Effects LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.4% during 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 in the last quarter. West Wealth Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% during 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 in the last quarter. Keeler & Nadler Financial Planning & Wealth Management grew its stake in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after purchasing an additional 15 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $730.17 on Monday. The firm has a 50 day simple moving average of $738.65 and a 200 day simple moving average of $702.56. iShares Core S&P 500 ETF has a fifty-two week low of $613.79 and a fifty-two week high of $764.00. The firm has a market cap of $806.29 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.