Unique Wealth LLC Purchases 6,630 Shares of iShares Core S&P 500 ETF $IVV

Unique Wealth LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 152,274 shares of the company’s stock after purchasing an additional 6,630 shares during the quarter. iShares Core S&P 500 ETF accounts for 13.8% of Unique Wealth LLC’s portfolio, making the stock its largest position. Unique Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $99,467,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock worth $23,176,806,000 after acquiring an additional 409,816 shares in the last quarter. Marshall Wace LLP increased its holdings in shares of iShares Core S&P 500 ETF by 17.9% in the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock worth $22,228,289,000 after acquiring an additional 4,928,585 shares in the last quarter. Creative Planning increased its holdings in shares of 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 in the last quarter. Bank of America Corp DE raised its position in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock worth $14,860,784,000 after purchasing an additional 4,709,612 shares during the period. Finally, Corient Private Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $730.17 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $613.79 and a fifty-two week high of $764.00. The stock has a market capitalization of $806.29 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $738.65 and its 200-day simple moving average is $702.45.

iShares Core S&P 500 ETF 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. 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.