iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Lifted by 4J Wealth Management LLC

4J Wealth Management LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 24.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 24,914 shares of the company’s stock after acquiring an additional 4,941 shares during the period. iShares Core S&P 500 ETF comprises about 10.9% of 4J Wealth Management LLC’s holdings, making the stock its largest holding. 4J Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $11,900,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in IVV. Stewardship Advisors LLC lifted its position in iShares Core S&P 500 ETF by 33.2% in the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after acquiring an additional 20,951 shares in the last quarter. Csenge Advisory Group lifted its holdings in shares of iShares Core S&P 500 ETF by 7.3% during the 3rd quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock valued at $20,679,000 after buying an additional 3,256 shares during the period. Sage Financial Management Group Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $19,984,000. Lantz Financial LLC increased its stake in shares of iShares Core S&P 500 ETF by 9.3% in the 4th quarter. Lantz Financial LLC now owns 64,521 shares of the company’s stock worth $30,817,000 after purchasing an additional 5,487 shares in the last quarter. Finally, Simon Quick Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 1.9% in the 3rd quarter. Simon Quick Advisors LLC now owns 69,159 shares of the company’s stock worth $29,699,000 after purchasing an additional 1,263 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $521.43 on Wednesday. The firm has a market capitalization of $403.40 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $405.54 and a one year high of $527.16. The business has a fifty day moving average price of $507.97 and a 200-day moving average price of $471.60.

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

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

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