Congress Wealth Management LLC DE Purchases 11,240 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Congress Wealth Management LLC DE grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 52.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,708 shares of the company’s stock after purchasing an additional 11,240 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Core S&P 500 ETF were worth $15,623,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of IVV. TruWealth Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after acquiring an additional 21 shares during the period. Great Waters Wealth Management lifted its stake in shares of iShares Core S&P 500 ETF by 1.7% in the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after acquiring an additional 22 shares during the period. TriaGen Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 3.6% in the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after buying an additional 22 shares during the period. Arista Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock valued at $2,924,000 after buying an additional 22 shares during the period. Finally, Financial Perspectives Inc lifted its stake in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock valued at $2,860,000 after buying an additional 22 shares during the period.

iShares Core S&P 500 ETF Stock Up 0.7 %

IVV traded up $3.51 during trading on Friday, hitting $532.15. The company’s stock had a trading volume of 1,901,610 shares, compared to its average volume of 5,405,268. iShares Core S&P 500 ETF has a twelve month low of $411.02 and a twelve month high of $535.74. The stock’s fifty day moving average price is $518.24 and its 200-day moving average price is $493.77. The firm has a market capitalization of $459.19 billion, a P/E ratio of 25.23 and a beta of 0.99.

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

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