Atlantic Family Wealth LLC Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Atlantic Family Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 48,362 shares of the company’s stock, valued at approximately $28,470,000. iShares Core S&P 500 ETF comprises about 33.8% of Atlantic Family Wealth LLC’s holdings, making the stock its biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Balboa Wealth Partners raised its holdings in iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares during the period. Lewis Asset Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after buying an additional 18 shares during the period. Hassell Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the period. Sandbox Financial Partners LLC raised its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares during the period. Finally, Dodds Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 0.9% during the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after buying an additional 18 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $602.87 on Friday. The stock’s fifty day moving average is $601.14 and its 200 day moving average is $585.94. iShares Core S&P 500 ETF has a fifty-two week low of $496.30 and a fifty-two week high of $616.22. The firm has a market capitalization of $520.22 billion, a PE ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Profile

(Free Report)

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

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:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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