KDK Private Wealth Management LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

KDK Private Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,797 shares of the company’s stock, valued at approximately $5,767,000. iShares Core S&P 500 ETF accounts for approximately 6.0% of KDK Private Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Sandbox Financial Partners LLC lifted its holdings in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares in the last quarter. Dodds Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 0.9% during the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after purchasing an additional 18 shares during the last quarter. Everhart Financial Group Inc. lifted its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock valued at $3,047,000 after buying an additional 18 shares in the last quarter. Global Strategic Investment Solutions LLC lifted its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock valued at $3,086,000 after buying an additional 18 shares in the last quarter. Finally, Park Edge Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 3.2% in the 4th quarter. Park Edge Advisors LLC now owns 604 shares of the company’s stock worth $356,000 after buying an additional 19 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $527.06 on Friday. The stock has a market capitalization of $542.87 billion, a P/E ratio of 24.79 and a beta of 1.01. The business has a 50 day simple moving average of $575.43 and a two-hundred day simple moving average of $586.90. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $616.22.

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.