Clientfirst Wealth Management LLC Purchases New Shares in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Clientfirst Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 2,391 shares of the company’s stock, valued at approximately $1,408,000. iShares Core S&P 500 ETF comprises about 1.4% of Clientfirst Wealth Management LLC’s investment portfolio, making the stock its 11th largest position.

A number of other institutional investors also recently bought and sold shares of the business. SYM FINANCIAL Corp purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $30,000. Modus Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC acquired a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $33,000. Finally, Cedar Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $603.80 on Monday. The firm has a market cap of $521.02 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average price is $600.67 and its 200 day moving average price is $581.03. iShares Core S&P 500 ETF has a 1-year low of $493.07 and a 1-year high of $613.79.

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.