iShares Core S&P 500 ETF (NYSEARCA:IVV) is Montis Financial LLC’s 10th Largest Position

Montis Financial LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,327 shares of the company’s stock after selling 441 shares during the period. iShares Core S&P 500 ETF accounts for approximately 3.0% of Montis Financial LLC’s portfolio, making the stock its 10th biggest position. Montis Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $10,298,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Family Management Corp lifted its holdings in iShares Core S&P 500 ETF by 6.4% in the fourth quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after acquiring an additional 266 shares during the last quarter. M Holdings Securities Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $35,343,000. Mayfair Advisory Group LLC lifted its position in iShares Core S&P 500 ETF by 0.6% in the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after buying an additional 25 shares during the last quarter. Michels Family Financial LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $3,885,000. Finally, D Orazio & Associates Inc. grew its stake in shares of iShares Core S&P 500 ETF by 9.9% in the first quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock valued at $355,000 after buying an additional 57 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.4%

iShares Core S&P 500 ETF stock opened at $627.25 on Thursday. The company’s 50 day moving average is $603.59 and its two-hundred day moving average is $585.28. The firm has a market cap of $631.39 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $630.86.

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.