Yardley Wealth Management LLC Acquires 904 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Yardley Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 189.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 1,382 shares of the company’s stock after acquiring an additional 904 shares during the period. iShares Core S&P 500 ETF makes up 0.4% of Yardley Wealth Management LLC’s holdings, making the stock its 29th largest position. Yardley Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $808,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Rockport Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 9.7% during the fourth quarter. Rockport Wealth LLC now owns 1,031 shares of the company’s stock worth $607,000 after purchasing an additional 91 shares during the period. Robinson Smith Wealth Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $257,000. GWN Securities Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $6,190,000. Van Hulzen Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.5% in the 4th quarter. Van Hulzen Asset Management LLC now owns 31,535 shares of the company’s stock valued at $18,564,000 after acquiring an additional 755 shares during the period. Finally, Altus Wealth Group LLC raised its position in shares of iShares Core S&P 500 ETF by 8.2% in the 4th quarter. Altus Wealth Group LLC now owns 35,177 shares of the company’s stock valued at $20,708,000 after acquiring an additional 2,652 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $565.56 on Monday. The firm has a 50 day moving average price of $596.10 and a 200 day moving average price of $589.04. The stock has a market cap of $544.63 billion, a P/E ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.