Downshift Financial LLC Buys Shares of 4,312 iShares Core S&P 500 ETF $IVV

Downshift Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 4,312 shares of the company’s stock, valued at approximately $2,932,000. iShares Core S&P 500 ETF accounts for 1.8% of Downshift Financial LLC’s investment portfolio, making the stock its 14th biggest position.

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

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $750.11 on Friday. The company has a 50 day moving average of $734.01 and a two-hundred day moving average of $700.66. The company has a market cap of $828.31 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

iShares Core S&P 500 ETF Company 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.