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Fidato Wealth LLC Raises Stake in IShares S&P 500 ETF (NYSEARCA:IVV)

Defense World ·  Jan 3, 2023 07:02

Fidato Wealth LLC lifted its holdings in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 112,069 shares of the company's stock after purchasing an additional 1,117 shares during the period. iShares S&P 500 ETF comprises approximately 54.9% of Fidato Wealth LLC's holdings, making the stock its biggest position. Fidato Wealth LLC's holdings in iShares S&P 500 ETF were worth $40,188,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in IVV. Founders Capital Management bought a new position in shares of iShares S&P 500 ETF in the 2nd quarter worth approximately $32,000. Sterling Investment Advisors Ltd. bought a new stake in iShares S&P 500 ETF during the 2nd quarter worth approximately $38,000. Apeiron RIA LLC raised its stake in iShares S&P 500 ETF by 598.6% during the 2nd quarter. Apeiron RIA LLC now owns 10,822 shares of the company's stock worth $49,000 after acquiring an additional 9,273 shares during the period. New Millennium Group LLC bought a new stake in iShares S&P 500 ETF during the 2nd quarter worth approximately $53,000. Finally, Westside Investment Management Inc. raised its stake in iShares S&P 500 ETF by 417.9% during the 2nd quarter. Westside Investment Management Inc. now owns 145 shares of the company's stock worth $55,000 after acquiring an additional 117 shares during the period.

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iShares S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $384.21 on Tuesday. iShares S&P 500 ETF has a 12 month low of $349.53 and a 12 month high of $482.07. The company's 50 day moving average is $391.61 and its two-hundred day moving average is $391.65.

About iShares S&P 500 ETF

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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.

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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating).

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