Avantra Family Wealth Inc. Takes $1.47 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Avantra Family Wealth Inc. bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, Holdings Channel reports. The fund bought 2,504 shares of the company’s stock, valued at approximately $1,474,000. iShares Core S&P 500 ETF makes up approximately 1.4% of Avantra Family Wealth Inc.’s portfolio, making the stock its 11th largest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Balboa Wealth Partners grew its holdings in iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares during the last quarter. TruWealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 0.7 %

Shares of NYSEARCA:IVV opened at $600.68 on Tuesday. The firm has a market cap of $518.33 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $492.59 and a 12-month high of $613.79. The stock’s 50-day moving average price is $600.42 and its two-hundred day moving average price is $579.46.

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.