iShares Core S&P 500 ETF $IVV is Lane Brothers & Co. Inc.’s 7th Largest Position

Lane Brothers & Co. Inc. trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,587 shares of the ETF’s stock after selling 813 shares during the period. iShares Core S&P 500 ETF comprises about 4.6% of Lane Brothers & Co. Inc.’s portfolio, making the stock its 7th largest position. Lane Brothers & Co. Inc.’s holdings in iShares Core S&P 500 ETF were worth $6,262,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock worth $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP increased its holdings in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock valued at $22,228,289,000 after buying an additional 4,928,585 shares during the period. Creative Planning raised its stake in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after buying an additional 505,293 shares in the last quarter. Bank of America Corp DE raised its stake in iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock worth $14,860,784,000 after buying an additional 4,709,612 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.4%

iShares Core S&P 500 ETF stock opened at $758.39 on Thursday. The firm has a market cap of $894.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average of $747.80 and a two-hundred day moving average of $708.58. iShares Core S&P 500 ETF has a twelve month low of $621.05 and a twelve month high of $764.00.

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.