share_log

IShares S&P 500 ETF (NYSEARCA:IVV) Is Karpus Management Inc.'s 2nd Largest Position

Financial News Live ·  Mar 6, 2023 00:53

Karpus Management Inc. trimmed its holdings in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.3% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 451,668 shares of the company's stock after selling 15,600 shares during the period. iShares S&P 500 ETF accounts for approximately 5.7% of Karpus Management Inc.'s portfolio, making the stock its 2nd largest position. Karpus Management Inc. owned about 0.06% of iShares S&P 500 ETF worth $161,991,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Keebeck Wealth Management LLC raised its holdings in iShares S&P 500 ETF by 14.2% during the third quarter. Keebeck Wealth Management LLC now owns 43,797 shares of the company's stock worth $15,708,000 after purchasing an additional 5,445 shares in the last quarter. Lake Street Advisors Group LLC raised its holdings in iShares S&P 500 ETF by 48.9% during the third quarter. Lake Street Advisors Group LLC now owns 42,260 shares of the company's stock worth $15,156,000 after purchasing an additional 13,885 shares in the last quarter. Lcnb Corp raised its holdings in iShares S&P 500 ETF by 1.2% during the third quarter. Lcnb Corp now owns 2,156 shares of the company's stock worth $773,000 after purchasing an additional 25 shares in the last quarter. Leelyn Smith LLC purchased a new position in iShares S&P 500 ETF during the third quarter worth about $148,000. Finally, Mason Street Advisors LLC raised its holdings in iShares S&P 500 ETF by 58.0% during the third quarter. Mason Street Advisors LLC now owns 525,350 shares of the company's stock worth $188,417,000 after purchasing an additional 192,750 shares in the last quarter.

Get iShares S&P 500 ETF alerts:

iShares S&P 500 ETF Stock Up 1.6 %

NYSEARCA IVV opened at $406.08 on Friday. The stock has a market capitalization of $303.32 billion, a P/E ratio of 18.43 and a beta of 1.00. iShares S&P 500 ETF has a 52-week low of $349.53 and a 52-week high of $464.05. The firm has a 50-day moving average price of $400.24 and a 200 day moving average price of $393.50.

iShares S&P 500 ETF Company Profile

(Get Rating)

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.

Featured Articles

  • Get a free copy of the StockNews.com research report on iShares S&P 500 ETF (IVV)
  • MarketBeat Week in Review – 2/27 – 3/3
  • The 3 Most Upgraded Stocks Are Reversing
  • How to Find Blue Chip Dividend Stocks
  • Zscaler, Inc Plummets, Is It Time To Buy The Dip?
  • What is a Good Dividend Yield? How to Decide

Receive News & Ratings for iShares S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment