Clientfirst Wealth Management LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Clientfirst Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,391 shares of the company’s stock, valued at approximately $1,408,000. iShares Core S&P 500 ETF makes up 1.4% of Clientfirst Wealth Management LLC’s investment portfolio, making the stock its 11th biggest position.

Other institutional investors have also modified their holdings of the company. SYM FINANCIAL Corp acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $30,000. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $32,000. Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $33,000. Finally, Cedar Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $603.80 on Monday. iShares Core S&P 500 ETF has a 1-year low of $493.07 and a 1-year high of $613.79. The stock has a market cap of $521.02 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a fifty day moving average price of $600.67 and a 200 day moving average price of $581.03.

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.