iShares Core S&P 500 ETF (NYSEARCA:IVV) is Bay Harbor Wealth Management LLC’s Largest Position

Bay Harbor Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 44,184 shares of the company’s stock after purchasing an additional 1,106 shares during the period. iShares Core S&P 500 ETF comprises approximately 8.4% of Bay Harbor Wealth Management LLC’s portfolio, making the stock its largest holding. Bay Harbor Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $26,010,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Brewster Financial Planning LLC bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $202,000. City Holding Co. raised its holdings in iShares Core S&P 500 ETF by 17.2% in the third quarter. City Holding Co. now owns 703 shares of the company’s stock worth $405,000 after purchasing an additional 103 shares in the last quarter. Marcum Wealth LLC lifted its position in iShares Core S&P 500 ETF by 2.5% during the third quarter. Marcum Wealth LLC now owns 329,805 shares of the company’s stock valued at $190,238,000 after buying an additional 7,928 shares during the period. Wedmont Private Capital boosted its holdings in shares of iShares Core S&P 500 ETF by 2.4% during the 3rd quarter. Wedmont Private Capital now owns 13,404 shares of the company’s stock valued at $7,648,000 after buying an additional 311 shares in the last quarter. Finally, Syntrinsic LLC grew its position in shares of iShares Core S&P 500 ETF by 320.0% in the 3rd quarter. Syntrinsic LLC now owns 126 shares of the company’s stock worth $73,000 after buying an additional 96 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $609.40 on Friday. iShares Core S&P 500 ETF has a 1 year low of $493.07 and a 1 year high of $613.79. The company has a 50-day moving average of $600.55 and a 200 day moving average of $580.34. The firm has a market cap of $525.85 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company 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.