Atria Wealth Solutions Inc. Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Atria Wealth Solutions Inc. increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 530,702 shares of the company’s stock after acquiring an additional 54,051 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.2% of Atria Wealth Solutions Inc.’s investment portfolio, making the stock its 2nd biggest holding. Atria Wealth Solutions Inc. owned about 0.07% of iShares Core S&P 500 ETF worth $253,479,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of IVV. TruWealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.4% during the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after purchasing an additional 21 shares during the period. Great Waters Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 1.7% during the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after purchasing an additional 22 shares during the period. TriaGen Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after purchasing an additional 22 shares during the period. Arista Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the period. Finally, Financial Perspectives Inc raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after purchasing an additional 22 shares during the period.

iShares Core S&P 500 ETF Stock Down 0.0 %

iShares Core S&P 500 ETF stock traded down $0.20 during midday trading on Wednesday, reaching $507.97. The stock had a trading volume of 4,407,363 shares, compared to its average volume of 5,894,753. iShares Core S&P 500 ETF has a 12 month low of $405.54 and a 12 month high of $527.16. The firm’s 50-day moving average price is $513.86 and its 200 day moving average price is $480.64. The firm has a market capitalization of $435.13 billion, a PE ratio of 25.43 and a beta of 0.99.

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.