RKL Wealth Management LLC Has $254.21 Million Holdings in iShares Core S&P 500 ETF $IVV

RKL Wealth Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 379,808 shares of the company’s stock after selling 11,801 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 21.7% of RKL Wealth Management LLC’s portfolio, making the stock its largest position. RKL Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $254,206,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the stock. Heck Capital Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after buying an additional 45 shares during the last quarter. Collaborative Wealth Managment Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 5.7% in the 2nd quarter. Collaborative Wealth Managment Inc. now owns 1,269 shares of the company’s stock worth $788,000 after purchasing an additional 68 shares in the last quarter. Finally, Wealthfront Advisers LLC lifted its stake in iShares Core S&P 500 ETF by 19.6% during the 2nd quarter. Wealthfront Advisers LLC now owns 1,085 shares of the company’s stock valued at $674,000 after acquiring an additional 178 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $696.25 on Thursday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97. The stock has a market capitalization of $765.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $691.20 and its two-hundred day simple moving average is $676.25.

About iShares Core S&P 500 ETF

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.