TCI Wealth Advisors Inc. Has $6.34 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

TCI Wealth Advisors Inc. decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,278 shares of the company’s stock after selling 224 shares during the period. iShares Core S&P 500 ETF accounts for about 0.7% of TCI Wealth Advisors Inc.’s holdings, making the stock its 24th biggest holding. TCI Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $6,342,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. W.H. Cornerstone Investments Inc. grew its stake in iShares Core S&P 500 ETF by 0.7% during the fourth quarter. W.H. Cornerstone Investments Inc. now owns 3,854 shares of the company’s stock worth $1,841,000 after purchasing an additional 27 shares during the period. Fi3 FINANCIAL ADVISORS LLC grew its stake in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Fi3 FINANCIAL ADVISORS LLC now owns 72,553 shares of the company’s stock worth $34,654,000 after purchasing an additional 3,114 shares during the period. Clearstead Trust LLC grew its stake in iShares Core S&P 500 ETF by 2.3% during the fourth quarter. Clearstead Trust LLC now owns 23,117 shares of the company’s stock worth $11,041,000 after purchasing an additional 509 shares during the period. Connecticut Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Connecticut Wealth Management LLC now owns 20,186 shares of the company’s stock worth $9,642,000 after purchasing an additional 68 shares during the period. Finally, Avidian Wealth Solutions LLC grew its stake in iShares Core S&P 500 ETF by 12.0% during the fourth quarter. Avidian Wealth Solutions LLC now owns 485,989 shares of the company’s stock worth $232,123,000 after purchasing an additional 52,167 shares during the period.

iShares Core S&P 500 ETF Trading Up 1.3 %

NYSEARCA IVV traded up $6.38 during trading hours on Friday, hitting $513.84. 3,003,970 shares of the company’s stock were exchanged, compared to its average volume of 5,734,856. The stock has a 50-day simple moving average of $514.48 and a 200 day simple moving average of $484.53. iShares Core S&P 500 ETF has a 1-year low of $405.54 and a 1-year high of $527.16. The firm has a market cap of $443.39 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company Profile

(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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