Fusion Family Wealth LLC Grows Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fusion Family Wealth LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 28,951 shares of the company’s stock after buying an additional 188 shares during the period. iShares Core S&P 500 ETF accounts for about 1.6% of Fusion Family Wealth LLC’s portfolio, making the stock its 16th largest position. Fusion Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $17,043,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVV. SYM FINANCIAL Corp acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $30,000. Modus Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Safe Harbor Fiduciary LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $33,000. Finally, Cedar Wealth Management LLC increased its stake in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.4 %

NYSEARCA:IVV opened at $609.40 on Friday. The company has a market capitalization of $525.85 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $493.07 and a 12 month high of $613.79. The firm has a fifty day simple moving average of $600.55 and a 200-day simple moving average of $580.34.

iShares Core S&P 500 ETF Company 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.