Sanchez Wealth Management Group Raises Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sanchez Wealth Management Group raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,290 shares of the company’s stock after buying an additional 2,408 shares during the period. iShares Core S&P 500 ETF comprises 7.0% of Sanchez Wealth Management Group’s portfolio, making the stock its 4th biggest position. Sanchez Wealth Management Group’s holdings in iShares Core S&P 500 ETF were worth $25,484,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of IVV. Wilmington Savings Fund Society FSB increased its holdings in iShares Core S&P 500 ETF by 3.8% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 106,179 shares of the company’s stock valued at $62,506,000 after purchasing an additional 3,847 shares in the last quarter. Serenus Wealth Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $61,252,000. American Capital Advisory LLC increased its stake in shares of iShares Core S&P 500 ETF by 4.8% in the fourth quarter. American Capital Advisory LLC now owns 657 shares of the company’s stock valued at $387,000 after buying an additional 30 shares in the last quarter. D Orazio & Associates Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 4.9% in the fourth quarter. D Orazio & Associates Inc. now owns 575 shares of the company’s stock valued at $338,000 after buying an additional 27 shares during the last quarter. Finally, Archvest Wealth Advisors Inc. lifted its position in iShares Core S&P 500 ETF by 42.7% during the 4th quarter. Archvest Wealth Advisors Inc. now owns 12,027 shares of the company’s stock worth $7,080,000 after buying an additional 3,598 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.7 %

IVV opened at $607.75 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $493.07 and a 1-year high of $613.79. The stock has a market capitalization of $524.43 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50-day moving average price of $600.67 and a two-hundred day moving average price of $581.29.

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.