XML Financial LLC Buys 1,280 Shares of iShares Core S&P 500 ETF $IVV

XML Financial LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 36,340 shares of the company’s stock after purchasing an additional 1,280 shares during the quarter. iShares Core S&P 500 ETF comprises 1.9% of XML Financial LLC’s portfolio, making the stock its 8th largest position. XML Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $23,738,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Legacy Private Trust Co. grew its position in 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 valued at $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.0% during the fourth 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 boosted its stake in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after purchasing an additional 1,700 shares during the period. Atria Investments Inc boosted its stake in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the period. Finally, M&T Bank Corp grew its holdings in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after purchasing an additional 10,723 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $737.14 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $606.31 and a 12-month high of $764.00. The company has a market capitalization of $813.99 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $736.39 and its 200 day moving average price is $701.58.

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.