iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Boosted by US Financial Advisors LLC

US Financial Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,665 shares of the company’s stock after acquiring an additional 1,369 shares during the quarter. iShares Core S&P 500 ETF comprises 10.1% of US Financial Advisors LLC’s holdings, making the stock its 2nd biggest position. US Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $32,769,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IVV. Family Management Corp boosted its stake in iShares Core S&P 500 ETF by 6.4% in the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock worth $2,616,000 after purchasing an additional 266 shares in the last quarter. M Holdings Securities Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $35,343,000. Dunhill Financial LLC increased its stake in shares of iShares Core S&P 500 ETF by 107.7% in the fourth quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock worth $461,000 after acquiring an additional 406 shares during the period. Strategent Financial LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $416,000. Finally, Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.1%

IVV stock opened at $597.79 on Tuesday. The firm has a market cap of $594.35 billion, a P/E ratio of 24.62 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $616.22. The company’s 50-day simple moving average is $554.78 and its 200-day simple moving average is $582.99.

iShares Core S&P 500 ETF 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.