iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Curi Wealth Management LLC

Curi Wealth Management LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 2.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 135,034 shares of the company’s stock after acquiring an additional 3,673 shares during the period. iShares Core S&P 500 ETF comprises 8.9% of Curi Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Curi Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $64,496,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Apollon Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 16.0% during the 4th quarter. Apollon Wealth Management LLC now owns 92,727 shares of the company’s stock valued at $44,289,000 after acquiring an additional 12,771 shares during the period. Arvest Investments Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at $21,775,000. Stewardship Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 33.2% during the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock worth $40,154,000 after buying an additional 20,951 shares during the last quarter. Family Asset Management LLC grew its stake in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Family Asset Management LLC now owns 3,040 shares of the company’s stock valued at $1,452,000 after acquiring an additional 27 shares during the last quarter. Finally, Colonial River Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth about $2,596,000.

iShares Core S&P 500 ETF Stock Up 0.4 %

Shares of iShares Core S&P 500 ETF stock traded up $2.31 during trading on Tuesday, hitting $525.88. 3,287,570 shares of the company were exchanged, compared to its average volume of 5,591,576. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $527.16. The stock has a market capitalization of $453.78 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm has a 50 day moving average price of $515.70 and a 200 day moving average price of $488.72.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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