Hengehold Capital Management LLC Has $18.25 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Hengehold Capital Management LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,995 shares of the company’s stock after acquiring an additional 2,257 shares during the quarter. iShares Core S&P 500 ETF comprises 1.7% of Hengehold Capital Management LLC’s holdings, making the stock its 14th largest holding. Hengehold Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $18,246,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Balboa Wealth Partners lifted its stake in shares of iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares in the last quarter. TruWealth Advisors LLC lifted its position in 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 valued at $534,000 after acquiring an additional 18 shares in the last quarter. Lewis Asset Management LLC boosted its stake 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 purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC increased 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 worth $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC increased 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 worth $974,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.3 %

IVV stock opened at $610.89 on Friday. The firm has a market capitalization of $527.14 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The stock’s 50 day moving average is $599.34 and its 200-day moving average is $577.74.

About iShares Core S&P 500 ETF

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.