Houlihan Financial Resource Group Ltd. Boosts Stock Holdings in iShares Core S&P 500 ETF $IVV

Houlihan Financial Resource Group Ltd. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 91.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,316 shares of the company’s stock after purchasing an additional 4,931 shares during the quarter. iShares Core S&P 500 ETF makes up about 2.7% of Houlihan Financial Resource Group Ltd.’s portfolio, making the stock its 8th largest position. Houlihan Financial Resource Group Ltd.’s holdings in iShares Core S&P 500 ETF were worth $7,121,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Nicollet Investment Management Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after purchasing an additional 15 shares during the last quarter. Anchor Investment Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares during the last quarter. Wealth Effects LLC boosted its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares during the last quarter. West Wealth Group LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management boosted its stake in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.5%

Shares of NYSEARCA IVV opened at $758.17 on Friday. The firm has a market cap of $837.21 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $586.05 and a 12-month high of $758.72. The company’s fifty day simple moving average is $704.17 and its 200 day simple moving average is $692.46.

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. 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.