Corepath Wealth Partners LLC Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Corepath Wealth Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 50,906 shares of the company’s stock after acquiring an additional 677 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 29.0% of Corepath Wealth Partners LLC’s portfolio, making the stock its largest holding. Corepath Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $29,780,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVV. Modus Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Ulland Investment Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $33,000. Cedar Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares during the period. Finally, Kennebec Savings Bank bought a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $40,000.

iShares Core S&P 500 ETF Stock Up 0.6 %

NYSEARCA:IVV opened at $612.70 on Friday. iShares Core S&P 500 ETF has a 12 month low of $485.19 and a 12 month high of $612.70. The firm has a market cap of $528.70 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50 day moving average is $598.56 and its 200-day moving average is $577.13.

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.