iShares Core S&P 500 ETF (NYSEARCA:IVV) is Fidato Wealth LLC’s 3rd Largest Position

Fidato Wealth LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,302 shares of the company’s stock after selling 682 shares during the period. iShares Core S&P 500 ETF makes up about 7.7% of Fidato Wealth LLC’s portfolio, making the stock its 3rd biggest holding. Fidato Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $8,571,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. International Assets Investment Management LLC grew its position in shares of iShares Core S&P 500 ETF by 42,439.0% during the 4th quarter. International Assets Investment Management LLC now owns 8,628,195 shares of the company’s stock valued at $4,121,085,000 after acquiring an additional 8,607,912 shares during the period. JPMorgan Chase & Co. grew its position in shares of iShares Core S&P 500 ETF by 86.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 17,890,478 shares of the company’s stock valued at $7,682,737,000 after acquiring an additional 8,316,251 shares during the period. Morgan Stanley grew its position in shares of iShares Core S&P 500 ETF by 42.9% during the 3rd quarter. Morgan Stanley now owns 17,592,483 shares of the company’s stock valued at $7,554,741,000 after acquiring an additional 5,277,616 shares during the period. Alberta Investment Management Corp acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $1,128,876,000. Finally, Pathstone Holdings LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $1,083,439,000.

iShares Core S&P 500 ETF Stock Up 0.6 %

NYSEARCA:IVV opened at $551.97 on Wednesday. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $553.25. The stock has a market capitalization of $476.29 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s 50-day moving average price is $530.82 and its 200-day moving average price is $510.57.

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.