Ritholtz Wealth Management Raises Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ritholtz Wealth Management boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 356,729 shares of the company’s stock after purchasing an additional 9,098 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 6.2% of Ritholtz Wealth Management’s holdings, making the stock its 3rd largest position. Ritholtz Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $209,999,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Ironwood Wealth Management LLC. boosted its stake in shares of iShares Core S&P 500 ETF by 0.6% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after buying an additional 574 shares during the period. Fund Evaluation Group LLC boosted its position in iShares Core S&P 500 ETF by 5.4% during the second quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after purchasing an additional 59,680 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its stake in iShares Core S&P 500 ETF by 11.4% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 4,877 shares of the company’s stock valued at $2,669,000 after purchasing an additional 501 shares in the last quarter. Ieq Capital LLC increased its position in iShares Core S&P 500 ETF by 53.2% in the 2nd quarter. Ieq Capital LLC now owns 110,609 shares of the company’s stock worth $60,529,000 after purchasing an additional 38,411 shares during the last quarter. Finally, Callan Capital LLC raised its stake in shares of iShares Core S&P 500 ETF by 6.6% during the 2nd quarter. Callan Capital LLC now owns 10,070 shares of the company’s stock worth $5,511,000 after purchasing an additional 627 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $600.26 on Friday. The firm has a market cap of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99. The firm’s 50 day moving average price is $598.31 and its 200 day moving average price is $575.56. iShares Core S&P 500 ETF has a twelve month low of $474.68 and a twelve month high of $612.09.

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.