Heritage Wealth Management Inc. Texas Has $294,000 Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Heritage Wealth Management Inc. Texas decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 500 shares of the company’s stock after selling 250 shares during the period. iShares Core S&P 500 ETF makes up 0.2% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 27th largest position. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P 500 ETF were worth $294,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Balboa Wealth Partners raised its stake in shares of 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 worth $745,000 after purchasing an additional 17 shares in the last quarter. TruWealth Advisors LLC raised its position in 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 acquiring an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its position 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 worth $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC lifted its stake 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 valued at $400,000 after acquiring an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC grew its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $610.89 on Friday. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $613.79. The stock has a market cap of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’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.