Waverly Advisors LLC Buys 51,171 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Waverly Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 918,204 shares of the company’s stock after buying an additional 51,171 shares during the period. iShares Core S&P 500 ETF comprises about 8.4% of Waverly Advisors LLC’s holdings, making the stock its largest position. Waverly Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $540,528,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Mesirow Institutional Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Mesirow Institutional Investment Management Inc. now owns 4,551 shares of the company’s stock valued at $2,679,000 after buying an additional 17 shares in the last quarter. Sandbox Financial Partners LLC grew 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 last quarter. Dodds Wealth LLC grew 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 last quarter. Everhart Financial Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after buying an additional 18 shares during the last quarter. Finally, Global Strategic Investment Solutions LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock worth $3,086,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.1%

NYSEARCA IVV opened at $597.79 on Tuesday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $616.22. The business’s 50-day moving average price is $554.78 and its 200 day moving average price is $582.99. The firm has a market cap of $594.35 billion, a P/E ratio of 24.62 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.