Level Wealth Management LLC Purchases New Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Level Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 539 shares of the company’s stock, valued at approximately $317,000.

A number of other hedge funds and other institutional investors have also modified their holdings of IVV. SkyOak Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 4.1% during the 4th quarter. SkyOak Wealth LLC now owns 2,462 shares of the company’s stock worth $1,450,000 after acquiring an additional 97 shares during the period. McAdam LLC grew its holdings in iShares Core S&P 500 ETF by 2.1% during the 4th quarter. McAdam LLC now owns 41,619 shares of the company’s stock worth $24,501,000 after acquiring an additional 849 shares during the period. U.S. Capital Wealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 5.6% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 42,084 shares of the company’s stock worth $24,774,000 after acquiring an additional 2,248 shares during the period. Greenleaf Trust grew its holdings in iShares Core S&P 500 ETF by 4.1% during the 4th quarter. Greenleaf Trust now owns 1,884,111 shares of the company’s stock worth $1,109,138,000 after acquiring an additional 74,734 shares during the period. Finally, Dougherty Wealth Advisers LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter worth $67,000.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $604.69 on Wednesday. The company has a fifty day moving average price of $600.43 and a two-hundred day moving average price of $579.78. iShares Core S&P 500 ETF has a 52 week low of $492.59 and a 52 week high of $613.79. The firm has a market capitalization of $521.79 billion, a PE ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company Profile

(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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