Connecticut Wealth Management LLC Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Connecticut Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,186 shares of the company’s stock after buying an additional 68 shares during the period. Connecticut Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $9,642,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Avidian Wealth Solutions LLC increased its position in shares of iShares Core S&P 500 ETF by 12.0% in the fourth quarter. Avidian Wealth Solutions LLC now owns 485,989 shares of the company’s stock valued at $232,123,000 after buying an additional 52,167 shares in the last quarter. National Bank of Canada FI grew its stake in iShares Core S&P 500 ETF by 1.6% in the 4th quarter. National Bank of Canada FI now owns 45,765 shares of the company’s stock valued at $21,706,000 after acquiring an additional 700 shares during the period. TCG Advisory Services LLC raised its position in iShares Core S&P 500 ETF by 84.2% during the fourth quarter. TCG Advisory Services LLC now owns 2,824 shares of the company’s stock worth $1,349,000 after acquiring an additional 1,291 shares during the period. Vestmark Advisory Solutions Inc. lifted its holdings in iShares Core S&P 500 ETF by 185.0% during the fourth quarter. Vestmark Advisory Solutions Inc. now owns 18,750 shares of the company’s stock valued at $8,956,000 after purchasing an additional 12,171 shares in the last quarter. Finally, Blue Fin Capital Inc. grew its position in shares of iShares Core S&P 500 ETF by 15.9% in the fourth quarter. Blue Fin Capital Inc. now owns 2,967 shares of the company’s stock valued at $1,417,000 after purchasing an additional 406 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV traded up $6.38 during mid-day trading on Friday, hitting $513.84. 3,003,970 shares of the company were exchanged, compared to its average volume of 5,734,856. The stock has a market cap of $443.39 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $405.54 and a 1-year high of $527.16. The company has a 50 day moving average of $514.48 and a 200-day moving average of $483.84.

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.