Financial Synergies Wealth Advisors Inc. Buys 1,789 Shares of iShares Core S&P 500 ETF $IVV

Financial Synergies Wealth Advisors Inc. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 234,619 shares of the company’s stock after acquiring an additional 1,789 shares during the period. iShares Core S&P 500 ETF makes up approximately 15.5% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its largest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $160,700,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Americana Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 21.8% in the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Legacy Private Trust Co. increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC increased its holdings in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $744.79 on Thursday. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02. The firm’s 50-day moving average is $694.70 and its 200-day moving average is $689.42. The company has a market cap of $822.43 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.