Iams Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,382 shares of the company’s stock after buying an additional 90 shares during the period. Iams Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $777,000 as of its most recent SEC filing.
A number of other large investors have also modified their holdings of the stock. Family Management Corp increased its stake in iShares Core S&P 500 ETF by 6.4% during the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock worth $2,616,000 after buying an additional 266 shares during the period. M Holdings Securities Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $35,343,000. Michels Family Financial LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $3,885,000. Dunhill Financial LLC increased its holdings in iShares Core S&P 500 ETF by 107.7% during the 4th quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock worth $461,000 after purchasing an additional 406 shares during the last quarter. Finally, Strategent Financial LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $416,000.
iShares Core S&P 500 ETF Price Performance
IVV opened at $598.93 on Wednesday. The stock has a market capitalization of $588.06 billion, a PE ratio of 25.71 and a beta of 1.01. The firm’s fifty day moving average price is $559.68 and its 200 day moving average price is $582.84. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $616.22.
About iShares Core S&P 500 ETF
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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