Whipplewood Advisors LLC Invests $1.94 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Whipplewood Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,287 shares of the company’s stock, valued at approximately $1,935,000. iShares Core S&P 500 ETF makes up approximately 1.1% of Whipplewood Advisors LLC’s portfolio, making the stock its 22nd biggest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Wealth Group Ltd. lifted its stake in shares of iShares Core S&P 500 ETF by 1.9% in the 3rd quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after purchasing an additional 3,630 shares during the period. Orrstown Financial Services Inc. raised its holdings in iShares Core S&P 500 ETF by 5.9% in the third quarter. Orrstown Financial Services Inc. now owns 95,098 shares of the company’s stock worth $54,854,000 after purchasing an additional 5,261 shares in the last quarter. Cantor Fitzgerald Investment Advisors L.P. lifted its position in iShares Core S&P 500 ETF by 47.0% during the third quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 89,587 shares of the company’s stock valued at $51,676,000 after buying an additional 28,647 shares during the period. Gateway Wealth Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 5.5% during the 3rd quarter. Gateway Wealth Partners LLC now owns 29,915 shares of the company’s stock valued at $17,256,000 after buying an additional 1,551 shares in the last quarter. Finally, Trail Ridge Investment Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 16.1% in the 3rd quarter. Trail Ridge Investment Advisors LLC now owns 22,954 shares of the company’s stock worth $13,331,000 after buying an additional 3,185 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $597.28 on Thursday. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22. The firm has a market cap of $594.08 billion, a price-to-earnings ratio of 26.66 and a beta of 1.01. The company has a 50-day moving average of $600.98 and a 200 day moving average of $587.36.

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.