Element Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 31,136 shares of the company’s stock after acquiring an additional 789 shares during the period. iShares Core S&P 500 ETF makes up approximately 9.6% of Element Wealth LLC’s investment portfolio, making the stock its largest holding. Element Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $18,329,000 as of its most recent SEC filing.
A number of other large investors have also modified their holdings of the business. Balboa Wealth Partners grew its stake in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares during the last quarter. Lewis Asset Management LLC lifted its holdings in shares of 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 purchasing an additional 18 shares during the period. Hassell Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the period. Sandbox Financial Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the period. Finally, Dodds Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after purchasing an additional 18 shares during the period.
iShares Core S&P 500 ETF Stock Down 1.7 %
iShares Core S&P 500 ETF stock opened at $602.87 on Friday. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22. The company has a market capitalization of $520.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The stock has a 50-day moving average price of $601.14 and a 200 day moving average price of $585.52.
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.
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