iShares Core S&P 500 ETF $IVV is Lineweaver Wealth Advisors LLC’s Largest Position

Lineweaver Wealth Advisors LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 98,653 shares of the company’s stock after purchasing an additional 1,526 shares during the quarter. iShares Core S&P 500 ETF makes up about 9.1% of Lineweaver Wealth Advisors LLC’s portfolio, making the stock its biggest position. Lineweaver Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $67,572,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock worth $22,373,294,000 after buying an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 0.7% in the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after acquiring an additional 201,983 shares in the last quarter. Marshall Wace LLP raised its holdings in shares of iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares in the last quarter. Creative Planning lifted its stake in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the period. Finally, Jones Financial Companies Lllp grew its holdings in iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after acquiring an additional 601,254 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $636.99 on Monday. The company has a market capitalization of $700.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50-day simple moving average is $682.25 and its two-hundred day simple moving average is $680.05. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97.

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.