iShares Core S&P 500 ETF $IVV Shares Acquired by Instrumental Wealth LLC

Instrumental Wealth LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 23.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 18,111 shares of the company’s stock after acquiring an additional 3,388 shares during the quarter. iShares Core S&P 500 ETF accounts for about 7.5% of Instrumental Wealth LLC’s portfolio, making the stock its 5th biggest holding. Instrumental Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $12,540,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Keenan LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $29,000. GS Investments Inc. increased its stake in shares of iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after purchasing an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $38,000. Finally, Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $39,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $750.11 on Friday. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The firm has a market capitalization of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average price is $734.01 and its 200 day moving average price is $700.66.

iShares Core S&P 500 ETF Company Profile

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.