IAG Wealth Partners LLC Has $26.26 Million Stake in iShares Core S&P 500 ETF $IVV

IAG Wealth Partners LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 38,341 shares of the company’s stock after selling 2,546 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 3.0% of IAG Wealth Partners LLC’s investment portfolio, making the stock its 8th largest holding. IAG Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $26,261,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Heritage Trust Co raised its holdings in iShares Core S&P 500 ETF by 2.6% in the fourth quarter. Heritage Trust Co now owns 11,191 shares of the company’s stock worth $7,665,000 after purchasing an additional 280 shares in the last quarter. Camden National Bank raised its holdings in iShares Core S&P 500 ETF by 266.1% in the fourth quarter. Camden National Bank now owns 9,306 shares of the company’s stock worth $6,374,000 after purchasing an additional 6,764 shares in the last quarter. Beto Financial Group LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth about $1,952,000. Allen Investment Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $4,132,000. Finally, Vantus Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $6,526,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $762.02 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $587.88 and a fifty-two week high of $763.93. The firm has a market capitalization of $841.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $708.13 and its 200-day simple moving average is $693.53.

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.