Elevation Wealth Partners LLC Acquires 21 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Elevation Wealth Partners LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 126 shares of the company’s stock after buying an additional 21 shares during the quarter. Elevation Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $74,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Wingate Wealth Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $1,843,000. Fonville Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 4.3% in the 4th quarter. Fonville Wealth Management LLC now owns 2,932 shares of the company’s stock valued at $1,726,000 after buying an additional 121 shares during the last quarter. Comprehensive Financial Planning Inc. PA bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $4,689,000. Ferguson Wellman Capital Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 3.8% in the 4th quarter. Ferguson Wellman Capital Management Inc. now owns 179,926 shares of the company’s stock valued at $105,919,000 after buying an additional 6,592 shares during the period. Finally, Sensible Money LLC raised its position in shares of iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Sensible Money LLC now owns 1,917 shares of the company’s stock worth $1,129,000 after acquiring an additional 23 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.1 %

Shares of IVV opened at $608.23 on Wednesday. The stock’s fifty day simple moving average is $600.69 and its 200-day simple moving average is $581.76. The firm has a market capitalization of $524.84 billion, a PE 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.

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.