Fonville Wealth Management LLC Boosts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fonville Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,932 shares of the company’s stock after buying an additional 121 shares during the quarter. Fonville Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,726,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of IVV. Creative Planning increased its stake in iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after buying an additional 2,187,803 shares during the last quarter. International Assets Investment Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 67,668.9% during the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after buying an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC raised its stake in iShares Core S&P 500 ETF by 1.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after acquiring an additional 89,032 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $608.23 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $493.07 and a fifty-two week high of $613.79. The firm has a market capitalization of $524.84 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s 50-day simple moving average is $600.69 and its 200-day simple moving average is $581.76.

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.