iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Boosted by Lutz Financial Services LLC

Lutz Financial Services LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,813 shares of the company’s stock after acquiring an additional 51 shares during the quarter. iShares Core S&P 500 ETF makes up 1.2% of Lutz Financial Services LLC’s investment portfolio, making the stock its 24th largest holding. Lutz Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $14,607,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. SYM FINANCIAL Corp bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $30,000. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Ulland Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $33,000. Finally, Advantage Trust Co bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $36,000.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $602.87 on Friday. The stock has a market cap of $520.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business has a 50 day simple moving average of $601.14 and a 200 day simple moving average of $585.94. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22.

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.