KFA Private Wealth Group LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 117,516 shares of the company’s stock after purchasing an additional 8,539 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 20.1% of KFA Private Wealth Group LLC’s portfolio, making the stock its largest position. KFA Private Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $56,129,000 at the end of the most recent reporting period.
A number of other large investors also recently added to or reduced their stakes in IVV. TruWealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after buying an additional 21 shares during the last quarter. Great Waters Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF by 1.7% in the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares during the period. TriaGen Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after purchasing an additional 22 shares during the period. Arista Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc increased its stake in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock valued at $2,860,000 after purchasing an additional 22 shares during the period.
iShares Core S&P 500 ETF Trading Up 1.0 %
Shares of IVV traded up $4.95 during mid-day trading on Friday, hitting $510.77. 4,026,729 shares of the company’s stock were exchanged, compared to its average volume of 5,844,797. iShares Core S&P 500 ETF has a fifty-two week low of $405.54 and a fifty-two week high of $527.16. The business’s 50 day moving average is $514.07 and its two-hundred day moving average is $481.35. The firm has a market capitalization of $437.53 billion, a P/E ratio of 25.43 and a beta of 0.99.
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.
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