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IShares S&P 500 ETF (NYSEARCA:IVV) Position Boosted by Sigma Investment Counselors Inc.

Defense World ·  Jan 3, 2023 07:01

Sigma Investment Counselors Inc. lifted its position in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 637,972 shares of the company's stock after buying an additional 9,779 shares during the quarter. iShares S&P 500 ETF comprises 19.5% of Sigma Investment Counselors Inc.'s investment portfolio, making the stock its largest holding. Sigma Investment Counselors Inc. owned 0.08% of iShares S&P 500 ETF worth $228,809,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. GoalFusion Wealth Management LLC grew its stake in shares of iShares S&P 500 ETF by 4.2% in the 3rd quarter. GoalFusion Wealth Management LLC now owns 71,234 shares of the company's stock valued at $25,548,000 after buying an additional 2,882 shares in the last quarter. Lockerman Financial Group Inc. bought a new stake in shares of iShares S&P 500 ETF in the 3rd quarter valued at approximately $415,000. Willner & Heller LLC grew its stake in shares of iShares S&P 500 ETF by 16.5% in the 3rd quarter. Willner & Heller LLC now owns 833 shares of the company's stock valued at $299,000 after buying an additional 118 shares in the last quarter. Dfpg Investments LLC grew its stake in shares of iShares S&P 500 ETF by 64.8% in the 3rd quarter. Dfpg Investments LLC now owns 3,914 shares of the company's stock valued at $1,471,000 after buying an additional 1,539 shares in the last quarter. Finally, McKinley Carter Wealth Services Inc. grew its stake in shares of iShares S&P 500 ETF by 10.8% in the 3rd quarter. McKinley Carter Wealth Services Inc. now owns 118,095 shares of the company's stock valued at $42,355,000 after buying an additional 11,498 shares in the last quarter.

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iShares S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $384.21 on Tuesday. The business has a 50 day simple moving average of $391.61 and a 200 day simple moving average of $391.65. iShares S&P 500 ETF has a 52 week low of $349.53 and a 52 week high of $482.07.

iShares S&P 500 ETF Company Profile

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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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