Valpey Financial Services LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 69,925.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 219,181 shares of the company’s stock after acquiring an additional 218,868 shares during the period. Valpey Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $150,126,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also modified their holdings of the company. Fiducient Advisors LLC lifted its position in iShares Core S&P 500 ETF by 14.9% in the fourth quarter. Fiducient Advisors LLC now owns 115,400 shares of the company’s stock worth $79,042,000 after purchasing an additional 14,985 shares during the period. Mycio Wealth Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.6% in the 4th quarter. Mycio Wealth Partners LLC now owns 30,912 shares of the company’s stock worth $21,173,000 after buying an additional 175 shares in the last quarter. Operose Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 7.5% in the 4th quarter. Operose Advisors LLC now owns 4,398 shares of the company’s stock worth $3,012,000 after buying an additional 307 shares in the last quarter. Pasadena Private Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF by 22.0% in the 4th quarter. Pasadena Private Wealth LLC now owns 2,438 shares of the company’s stock worth $1,670,000 after buying an additional 440 shares in the last quarter. Finally, SBI Okasan Asset Management Co.Ltd. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $4,395,000. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $758.17 on Friday. The firm’s 50-day simple moving average is $704.17 and its 200-day simple moving average is $692.46. iShares Core S&P 500 ETF has a twelve month low of $586.05 and a twelve month high of $758.72. The firm has a market cap of $837.21 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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