Integris Wealth Management LLC Has $36.02 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Integris Wealth Management LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,190 shares of the company’s stock after selling 1,312 shares during the quarter. iShares Core S&P 500 ETF accounts for about 10.2% of Integris Wealth Management LLC’s holdings, making the stock its 2nd largest position. Integris Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $36,021,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of IVV. Compass Ion Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares in the last quarter. Bluesphere Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares in the last quarter. Daiwa Securities Group Inc. increased its stake in shares of iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after buying an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 23.3% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after buying an additional 67,472 shares during the period. Finally, Trinity Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after buying an additional 83 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $604.66 on Monday. The stock has a fifty day moving average of $600.42 and a 200-day moving average of $579.33. The stock has a market capitalization of $521.76 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $485.19 and a 52 week high of $613.79.

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.