Callan Family Office LLC Has $114.81 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Callan Family Office LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 171,538 shares of the company’s stock after selling 13,392 shares during the period. iShares Core S&P 500 ETF makes up 3.7% of Callan Family Office LLC’s portfolio, making the stock its 4th biggest position. Callan Family Office LLC’s holdings in iShares Core S&P 500 ETF were worth $114,810,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $331,591,000. Bison Wealth LLC grew its position in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the last quarter. Hilltop National Bank purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at $8,588,000. Abacus Planning Group Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the second quarter. Abacus Planning Group Inc. now owns 13,693 shares of the company’s stock valued at $8,502,000 after acquiring an additional 44 shares during the period. Finally, River Street Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 27.1% during the second quarter. River Street Advisors LLC now owns 1,830 shares of the company’s stock valued at $1,136,000 after buying an additional 390 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 0.5%

NYSEARCA:IVV opened at $698.54 on Tuesday. The business’s fifty day moving average price is $689.55 and its 200 day moving average price is $670.00. The firm has a market capitalization of $765.98 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.