TFC Financial Management Inc. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 293,515 shares of the company’s stock after purchasing an additional 2,229 shares during the period. iShares Core S&P 500 ETF makes up about 27.3% of TFC Financial Management Inc.’s holdings, making the stock its biggest position. TFC Financial Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $172,787,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently modified their holdings of IVV. Wealth Group Ltd. grew its stake in iShares Core S&P 500 ETF by 1.9% during the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after acquiring an additional 3,630 shares in the last quarter. Creative Planning grew its stake in iShares Core S&P 500 ETF by 1.2% during the third quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after acquiring an additional 257,499 shares in the last quarter. Fulton Breakefield Broenniman LLC grew its stake in iShares Core S&P 500 ETF by 2.4% during the third quarter. Fulton Breakefield Broenniman LLC now owns 131,077 shares of the company’s stock valued at $75,608,000 after acquiring an additional 3,103 shares in the last quarter. Kaydan Wealth Management Inc. grew its stake in iShares Core S&P 500 ETF by 11.6% during the third quarter. Kaydan Wealth Management Inc. now owns 3,579 shares of the company’s stock valued at $2,064,000 after acquiring an additional 371 shares in the last quarter. Finally, B.O.S.S. Retirement Advisors LLC grew its stake in iShares Core S&P 500 ETF by 1.2% during the third quarter. B.O.S.S. Retirement Advisors LLC now owns 1,949 shares of the company’s stock valued at $1,124,000 after acquiring an additional 24 shares in the last quarter.
iShares Core S&P 500 ETF Trading Up 1.1 %
Shares of NYSEARCA:IVV opened at $612.67 on Friday. The company has a 50 day moving average of $600.63 and a 200 day moving average of $582.36. The stock has a market cap of $528.67 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $495.94 and a 12 month high of $613.79.
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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