Financial Synergies Wealth Advisors Inc. Has $160.70 Million Stock Position in iShares Core S&P 500 ETF $IVV

Financial Synergies Wealth Advisors Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 234,619 shares of the company’s stock after purchasing an additional 1,789 shares during the period. iShares Core S&P 500 ETF accounts for 15.5% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its biggest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $160,700,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in IVV. Marshall Wace LLP increased its position in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after buying an additional 6,101,936 shares during the period. Nisa Investment Advisors LLC increased its position in iShares Core S&P 500 ETF by 40.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after buying an additional 4,854,227 shares during the period. Eisler Capital Management Ltd. increased its position in iShares Core S&P 500 ETF by 346.1% in the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after buying an additional 3,850,500 shares during the period. Capula Management Ltd increased its position in iShares Core S&P 500 ETF by 36.3% in the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after buying an additional 2,776,225 shares during the period. Finally, UBS Group AG increased its position in iShares Core S&P 500 ETF by 53.9% in the third quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock worth $3,194,034,000 after buying an additional 1,671,715 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $744.79 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $578.31 and a 1-year high of $753.02. The business’s fifty day moving average price is $694.70 and its two-hundred day moving average price is $689.42. The firm has a market capitalization of $822.43 billion, a PE ratio of 25.10 and a beta of 1.00.

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.