Journey Strategic Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 490,450 shares of the company’s stock after acquiring an additional 17,647 shares during the period. iShares Core S&P 500 ETF accounts for about 10.8% of Journey Strategic Wealth LLC’s holdings, making the stock its 3rd biggest holding. Journey Strategic Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $288,718,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Balboa Wealth Partners increased its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the last quarter. TruWealth Advisors LLC grew its position 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 worth $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC grew its position in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its stake in shares of 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 valued at $400,000 after purchasing an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC grew its position 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 valued at $974,000 after buying an additional 18 shares during the last quarter.
iShares Core S&P 500 ETF Stock Down 0.7 %
Shares of NYSEARCA:IVV opened at $600.68 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $492.59 and a fifty-two week high of $613.79. The firm’s 50-day simple moving average is $600.42 and its 200-day simple moving average is $579.46. The company 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 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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- How is Compound Interest Calculated?
- How to Invest in Small Cap Stocks
- Conference Calls and Individual Investors
- These Are the Dividend Stocks Insiders Bought in January
- Best ESG Stocks: 11 Best Stocks for ESG Investing
- How the ‘No Buy’ Trend of 2025 Is Boosting These 3 Stocks
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.