Lake Street Private Wealth LLC Has $6.34 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lake Street Private Wealth LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,282 shares of the company’s stock after selling 58 shares during the period. iShares Core S&P 500 ETF accounts for about 1.0% of Lake Street Private Wealth LLC’s portfolio, making the stock its 23rd biggest holding. Lake Street Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $6,339,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Family Management Corp boosted its position in shares of iShares Core S&P 500 ETF by 6.4% during the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after purchasing an additional 266 shares in the last quarter. M Holdings Securities Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $35,343,000. Michels Family Financial LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $3,885,000. Dunhill Financial LLC raised its stake in shares of iShares Core S&P 500 ETF by 107.7% in the fourth quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock worth $461,000 after purchasing an additional 406 shares during the last quarter. Finally, Strategent Financial LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $416,000.

iShares Core S&P 500 ETF Trading Down 0.0%

Shares of IVV opened at $598.77 on Thursday. The company has a market capitalization of $587.90 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01. The stock has a 50 day moving average of $560.50 and a 200 day moving average of $582.95. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $616.22.

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.