iShares Core S&P 500 ETF (IVV) Stake Decreased by Dakota Wealth Management

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Dakota Wealth Management trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,679 shares of the company’s stock after selling 107 shares during the quarter. iShares Core S&P 500 ETF makes up about 2.0% of Dakota Wealth Management’s portfolio, making the stock its 12th biggest position. Dakota Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $2,273,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of IVV. Bank of America Corp DE increased its holdings in iShares Core S&P 500 ETF by 3.7% during the 4th quarter. Bank of America Corp DE now owns 41,387,004 shares of the company’s stock worth $10,413,384,000 after purchasing an additional 1,461,610 shares during the period. Sumitomo Mitsui Financial Group Inc. increased its holdings in iShares Core S&P 500 ETF by 1,242.9% during the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 1,308,000 shares of the company’s stock worth $328,950,000 after purchasing an additional 1,210,600 shares during the period. Cornerstone Advisors Inc. increased its holdings in iShares Core S&P 500 ETF by 99,826.3% during the 4th quarter. Cornerstone Advisors Inc. now owns 816,398 shares of the company’s stock worth $205,414,000 after purchasing an additional 815,581 shares during the period. Bank of New York Mellon Corp increased its holdings in iShares Core S&P 500 ETF by 29.4% during the 4th quarter. Bank of New York Mellon Corp now owns 3,395,105 shares of the company’s stock worth $854,242,000 after purchasing an additional 771,401 shares during the period. Finally, BlackRock Inc. increased its holdings in iShares Core S&P 500 ETF by 1.4% during the 4th quarter. BlackRock Inc. now owns 47,183,147 shares of the company’s stock worth $11,871,751,000 after purchasing an additional 660,452 shares during the period.

Shares of NYSEARCA:IVV opened at $287.03 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $235.46 and a 12-month high of $296.93.

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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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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