Dakota Wealth Management Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Dakota Wealth Management lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 272,295 shares of the company’s stock after purchasing an additional 624 shares during the period. iShares Core S&P 500 ETF comprises approximately 3.7% of Dakota Wealth Management’s portfolio, making the stock its 3rd biggest holding. Dakota Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $160,295,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Modus Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at $32,000. Safe Harbor Fiduciary LLC bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at $33,000. Cedar Wealth Management LLC boosted its holdings in 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 acquiring an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at $40,000.

iShares Core S&P 500 ETF Stock Up 0.6 %

NYSEARCA:IVV opened at $612.70 on Friday. The stock has a market cap of $528.70 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm’s fifty day simple moving average is $598.56 and its 200 day simple moving average is $577.13. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $612.70.

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.