Legacy Financial Group LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 695 shares of the company’s stock, valued at approximately $409,000.
A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Balboa Wealth Partners boosted its stake in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the period. TruWealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares during the period. Lewis Asset Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the period. Hassell Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the period.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $607.49 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $613.79. The company has a market capitalization of $524.20 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm 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 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.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
- How is Compound Interest Calculated?
- Survey Reveals: Top 150 Best Coffee Shops for Remote Workers and Business Deals [2025]
- 3 Dividend Kings To Consider
- What Does the Future Hold for Eli Lilly?
- Why Are Stock Sectors Important to Successful Investing?
- Oracle Stock Drops Nearly 14% – Is Now the Time to Buy?
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
