iShares Core S&P 500 ETF (NYSEARCA:IVV) is Clearstead Trust LLC’s 6th Largest Position

Clearstead Trust LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,117 shares of the company’s stock after purchasing an additional 509 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.0% of Clearstead Trust LLC’s portfolio, making the stock its 6th largest position. Clearstead Trust LLC’s holdings in iShares Core S&P 500 ETF were worth $11,041,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in IVV. Connecticut Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Connecticut Wealth Management LLC now owns 20,186 shares of the company’s stock worth $9,642,000 after purchasing an additional 68 shares during the last quarter. Avidian Wealth Solutions LLC grew its position in iShares Core S&P 500 ETF by 12.0% during the fourth quarter. Avidian Wealth Solutions LLC now owns 485,989 shares of the company’s stock valued at $232,123,000 after buying an additional 52,167 shares during the period. National Bank of Canada FI grew its position in iShares Core S&P 500 ETF by 1.6% during the fourth quarter. National Bank of Canada FI now owns 45,765 shares of the company’s stock valued at $21,706,000 after buying an additional 700 shares during the period. TCG Advisory Services LLC increased its holdings in iShares Core S&P 500 ETF by 84.2% during the fourth quarter. TCG Advisory Services LLC now owns 2,824 shares of the company’s stock valued at $1,349,000 after buying an additional 1,291 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. raised its position in iShares Core S&P 500 ETF by 185.0% in the fourth quarter. Vestmark Advisory Solutions Inc. now owns 18,750 shares of the company’s stock worth $8,956,000 after acquiring an additional 12,171 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock traded up $6.38 during mid-day trading on Friday, reaching $513.84. 3,003,970 shares of the company’s stock traded hands, compared to its average volume of 5,734,856. The firm has a market capitalization of $443.39 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $405.54 and a 12 month high of $527.16. The firm has a 50 day moving average price of $514.48 and a two-hundred day moving average price of $483.84.

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.