Icon Wealth Advisors LLC Acquires 3,724 Shares of iShares Core S&P 500 ETF $IVV

Icon Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 145,582 shares of the company’s stock after acquiring an additional 3,724 shares during the period. iShares Core S&P 500 ETF accounts for 6.6% of Icon Wealth Advisors LLC’s portfolio, making the stock its largest position. Icon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $99,715,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Legacy Private Trust Co. grew its holdings in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC grew its holdings in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc grew its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

Shares of NYSEARCA:IVV opened at $745.14 on Friday. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00. The firm has a market capitalization of $822.82 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50 day moving average is $725.41 and its 200-day moving average is $698.23.

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. 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.