Dynasty Wealth Management LLC Purchases 154,925 Shares of iShares Core S&P 500 ETF $IVV

Dynasty Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,061,013 shares of the company’s stock after buying an additional 154,925 shares during the quarter. iShares Core S&P 500 ETF comprises 7.1% of Dynasty Wealth Management LLC’s portfolio, making the stock its largest position. Dynasty Wealth Management LLC owned approximately 0.10% of iShares Core S&P 500 ETF worth $726,730,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Nicollet Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the third 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 grew its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the third 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 grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth 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 grew its holdings in shares of 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 valued at $987,000 after purchasing an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in shares of 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 valued at $369,000 after purchasing an additional 15 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 Up 0.1%

NYSEARCA:IVV opened at $763.06 on Wednesday. The firm has a market capitalization of $842.61 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average of $708.13 and a 200-day moving average of $693.53. iShares Core S&P 500 ETF has a 52 week low of $593.93 and a 52 week high of $764.00.

iShares Core S&P 500 ETF Company 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.