iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lifted by Marcum Wealth LLC

Marcum Wealth LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 335,240 shares of the company’s stock after purchasing an additional 5,435 shares during the period. iShares Core S&P 500 ETF accounts for about 17.1% of Marcum Wealth LLC’s investment portfolio, making the stock its largest position. Marcum Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $197,349,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. Marshall Wace LLP increased its position in iShares Core S&P 500 ETF by 34.5% during the second quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock worth $12,319,789,000 after buying an additional 5,774,400 shares during the last quarter. Creative Planning boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock worth $12,325,761,000 after acquiring an additional 257,499 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after acquiring an additional 2,187,803 shares in the last quarter. International Assets Investment Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after acquiring an additional 10,232,214 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its stake in shares of iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,017,271 shares of the company’s stock valued at $3,840,931,000 after acquiring an additional 54,693 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $584.99 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $472.11 and a twelve month high of $612.09. The business has a 50 day moving average price of $598.35 and a 200 day moving average price of $575.28. The firm has a market cap of $504.79 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.