Warner Group LLC Purchases 694 Shares of iShares Core S&P 500 ETF $IVV

Warner Group LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 171.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,099 shares of the company’s stock after purchasing an additional 694 shares during the quarter. Warner Group LLC’s holdings in iShares Core S&P 500 ETF were worth $753,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. HighTower Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.8% in the fourth quarter. HighTower Advisors LLC now owns 2,689,285 shares of the company’s stock worth $1,841,999,000 after acquiring an additional 73,428 shares during the last quarter. Synergy Investment Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 16.1% in the fourth quarter. Synergy Investment Management LLC now owns 25,148 shares of the company’s stock worth $17,225,000 after acquiring an additional 3,492 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 3,152,922 shares of the company’s stock worth $2,159,562,000 after acquiring an additional 87,784 shares during the last quarter. Lutz Financial Services LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Lutz Financial Services LLC now owns 23,966 shares of the company’s stock worth $16,415,000 after acquiring an additional 224 shares during the last quarter. Finally, Yanni & Associates Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth $12,106,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.1%

NYSEARCA IVV opened at $741.91 on Tuesday. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $753.02. The stock has a market cap of $819.25 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average price is $692.20 and its 200-day moving average price is $688.66.

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.