Mosaic Financial Group LLC Purchases 703 Shares of iShares Core S&P 500 ETF $IVV

Mosaic Financial Group LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,282 shares of the company’s stock after buying an additional 703 shares during the quarter. iShares Core S&P 500 ETF comprises about 11.3% of Mosaic Financial Group LLC’s portfolio, making the stock its biggest position. Mosaic Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $16,632,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Nicollet Investment Management Inc. increased its holdings in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC increased its holdings in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC increased its holdings in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its holdings in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $745.14 on Monday. The stock has a 50 day moving average price of $725.41 and a two-hundred day moving average price of $698.42. The firm has a market capitalization of $822.82 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00.

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. 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.