Robertson Stephens Wealth Management LLC Has $130.73 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Robertson Stephens Wealth Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 222,077 shares of the company’s stock after purchasing an additional 1,550 shares during the period. iShares Core S&P 500 ETF makes up about 4.6% of Robertson Stephens Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Robertson Stephens Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $130,732,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. SYM FINANCIAL Corp bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $30,000. Modus Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Ulland Investment Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth 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 boosted its holdings in shares of iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares during the period.

iShares Core S&P 500 ETF Stock Down 0.9 %

iShares Core S&P 500 ETF stock opened at $603.80 on Friday. The stock has a market capitalization of $521.02 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $493.07 and a twelve month high of $613.79. The company has a 50 day moving average of $600.71 and a 200-day moving average of $580.54.

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.