Marcum Wealth LLC Buys 7,928 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Marcum Wealth LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 329,805 shares of the company’s stock after buying an additional 7,928 shares during the period. iShares Core S&P 500 ETF accounts for 17.7% of Marcum Wealth LLC’s portfolio, making the stock its largest holding. Marcum Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $190,238,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the stock. 1620 Investment Advisors Inc. acquired a new stake in iShares Core S&P 500 ETF in the second quarter worth about $36,000. Thompson Investment Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the first quarter worth approximately $37,000. Covestor Ltd increased its stake in shares of iShares Core S&P 500 ETF by 321.1% in the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the last quarter. Ables Iannone Moore & Associates Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $44,000. Finally, Richardson Financial Services Inc. bought a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $49,000.

iShares Core S&P 500 ETF Trading Up 0.7 %

IVV stock opened at $579.85 on Thursday. The firm has a market cap of $500.35 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $580.47. The stock has a 50-day moving average price of $558.58 and a 200-day moving average price of $542.03.

iShares Core S&P 500 ETF 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.