iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 179,954 shares of the company’s stock after purchasing an additional 646 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.1% of HB Wealth Management LLC’s portfolio, making the stock its 16th biggest holding. HB Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $105,936,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in IVV. Balboa Wealth Partners lifted its holdings in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the last quarter. TruWealth Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its stake in 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 valued at $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.6% in 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 last quarter. Finally, Indiana Trust & Investment Management Co increased its holdings in shares of iShares Core S&P 500 ETF by 0.5% in the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after buying an additional 19 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $600.26 on Monday. The company has a market capitalization of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a fifty day moving average of $598.29 and a 200-day moving average of $576.09. iShares Core S&P 500 ETF has a one year low of $474.68 and a one year high of $612.09.

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.