Trevian Wealth Management LLC Invests $428,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)

by · The Cerbat Gem

Trevian Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 741 shares of the company’s stock, valued at approximately $428,000. iShares Core S&P 500 ETF accounts for 0.4% of Trevian Wealth Management LLC’s portfolio, making the stock its 22nd largest holding.

Several other hedge funds have also recently bought and sold shares of IVV. 1620 Investment Advisors Inc. bought a new position in iShares Core S&P 500 ETF in the 2nd quarter valued at $36,000. Thompson Investment Management Inc. bought a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth approximately $37,000. Covestor Ltd boosted its stake in iShares Core S&P 500 ETF by 321.1% during the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after acquiring an additional 61 shares during the last quarter. Ables Iannone Moore & Associates Inc. bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $44,000. Finally, Richardson Financial Services Inc. bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $49,000.

iShares Core S&P 500 ETF Trading Up 0.2 %

Shares of iShares Core S&P 500 ETF stock opened at $579.85 on Friday. iShares Core S&P 500 ETF has a 12 month low of $411.02 and a 12 month high of $580.47. The company has a market capitalization of $500.35 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s fifty day simple moving average is $559.76 and its 200 day simple moving average is $542.55.

About iShares Core S&P 500 ETF

(Free Report)

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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