iShares Core S&P 500 ETF $IVV Shares Purchased by Independent Solutions Wealth Management LLC

Independent Solutions Wealth Management LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,302 shares of the company’s stock after acquiring an additional 1,446 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.3% of Independent Solutions Wealth Management LLC’s holdings, making the stock its 21st biggest holding. Independent Solutions Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,057,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Americana Partners LLC grew its position in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after acquiring an additional 1,187 shares during the last quarter. Legacy Private Trust Co. grew its position in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC grew its position in shares of iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC grew its position in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after acquiring an additional 1,700 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.2%

Shares of IVV opened at $742.45 on Friday. The firm has a market cap of $819.85 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $691.05 and its 200-day simple moving average is $688.30. iShares Core S&P 500 ETF has a 12-month low of $578.31 and a 12-month high of $753.02.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.