Maia Wealth LLC Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Maia Wealth LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,580 shares of the company’s stock after acquiring an additional 1,292 shares during the period. iShares Core S&P 500 ETF makes up about 2.3% of Maia Wealth LLC’s investment portfolio, making the stock its 7th largest position. Maia Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $10,590,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. BlueStem Wealth Partners LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $144,806,000. Hickory Point Bank & Trust acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $601,000. Purkiss Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $310,000. Tower View Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 58.1% in the fourth quarter. Tower View Wealth Management LLC now owns 68 shares of the company’s stock valued at $40,000 after acquiring an additional 25 shares during the last quarter. Finally, Sherman Asset Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at about $19,645,000.

iShares Core S&P 500 ETF Stock Up 1.6 %

Shares of NYSEARCA IVV opened at $597.04 on Friday. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22. The business’s 50 day moving average is $601.07 and its two-hundred day moving average is $588.09. The firm has a market cap of $593.85 billion, a price-to-earnings ratio of 26.66 and a beta of 1.01.

iShares Core S&P 500 ETF 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.