iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Phillips Financial Management LLC

Phillips Financial Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 238,362 shares of the company’s stock after purchasing an additional 10,136 shares during the period. iShares Core S&P 500 ETF makes up approximately 11.0% of Phillips Financial Management LLC’s holdings, making the stock its biggest position. Phillips Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $140,319,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVV. SYM FINANCIAL Corp acquired a new position in 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 during the 4th quarter worth $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth $32,000. Safe Harbor Fiduciary LLC acquired a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth $33,000. Finally, Advantage Trust Co acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth $36,000.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $561.48 on Thursday. The firm’s 50-day simple moving average is $597.35 and its 200-day simple moving average is $588.90. iShares Core S&P 500 ETF has a twelve month low of $496.30 and a twelve month high of $616.22. The firm has a market cap of $558.48 billion, a P/E ratio of 26.66 and a beta of 1.01.

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.