iShares Core S&P 500 ETF (NYSEARCA:IVV) is Barrett & Company Inc.’s 7th Largest Position

Barrett & Company Inc. boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,045 shares of the company’s stock after purchasing an additional 666 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 3.0% of Barrett & Company Inc.’s holdings, making the stock its 7th largest holding. Barrett & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $7,091,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. SYM FINANCIAL Corp acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth about $30,000. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $33,000. Finally, Cedar Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after acquiring an additional 39 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $603.80 on Monday. iShares Core S&P 500 ETF has a 12-month low of $493.07 and a 12-month high of $613.79. The business’s fifty day moving average price is $600.67 and its 200 day moving average price is $581.03. The stock has a market capitalization of $521.02 billion, a PE ratio of 25.23 and a beta of 0.99.

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.