Wealthcare Advisory Partners LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 66,926 shares of the company’s stock after acquiring an additional 1,731 shares during the quarter. iShares Core S&P 500 ETF accounts for 0.9% of Wealthcare Advisory Partners LLC’s holdings, making the stock its 21st biggest position. Wealthcare Advisory Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $45,840,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in IVV. Falcon Wealth Planning grew its position in iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after purchasing an additional 15 shares during the period. Atwood & Palmer Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after buying an additional 15 shares during the period. Cathy Pareto & Associates Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares during the last quarter. Balanced Wealth Group LLC grew its holdings in iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the period. Finally, Nicollet Investment Management Inc. grew its holdings in iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Down 1.7%
Shares of NYSEARCA:IVV opened at $636.99 on Friday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97. The business has a 50 day moving average of $682.25 and a two-hundred day moving average of $679.88. The company has a market capitalization of $700.18 billion, a PE ratio of 25.10 and a beta of 1.00.
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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