Carret Asset Management LLC Has $3.06 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Carret Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,400 shares of the company’s stock after purchasing an additional 84 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,057,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. TruWealth Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after acquiring an additional 21 shares in the last quarter. Great Waters Wealth Management lifted its position in iShares Core S&P 500 ETF by 1.7% during the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after buying an additional 22 shares during the period. TriaGen Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 3.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after buying an additional 22 shares during the period. Arista Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock valued at $2,924,000 after buying an additional 22 shares during the period. Finally, Financial Perspectives Inc lifted its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock valued at $2,860,000 after buying an additional 22 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.0 %

iShares Core S&P 500 ETF stock traded down $0.20 on Wednesday, hitting $507.97. 4,407,363 shares of the stock traded hands, compared to its average volume of 5,894,753. The firm has a market cap of $435.13 billion, a P/E ratio of 25.43 and a beta of 0.99. The business’s fifty day simple moving average is $513.72 and its 200 day simple moving average is $480.45. iShares Core S&P 500 ETF has a 1 year low of $405.54 and a 1 year high of $527.16.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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