Kingswood Wealth Advisors LLC Increases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kingswood Wealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,559 shares of the company’s stock after buying an additional 2,208 shares during the period. iShares Core S&P 500 ETF comprises about 1.1% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 12th largest holding. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $14,458,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Compass Ion Advisors LLC boosted its position in iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after buying an additional 2,278 shares during the period. Bluesphere Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after acquiring an additional 1,405 shares in the last quarter. Daiwa Securities Group Inc. boosted its holdings in iShares Core S&P 500 ETF by 35.9% in the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC grew its stake in iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares in the last quarter. Finally, Trinity Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after purchasing an additional 83 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $607.49 on Wednesday. The stock has a 50-day simple moving average of $599.56 and a 200-day simple moving average of $578.27. iShares Core S&P 500 ETF has a 1 year low of $485.19 and a 1 year high of $613.79. The stock has a market capitalization of $524.20 billion, a PE ratio of 25.23 and a beta of 0.99.

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.