Forza Wealth Management LLC Has $4.32 Million Stake in iShares Core S&P 500 ETF $IVV

Forza Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,457 shares of the company’s stock after acquiring an additional 1,438 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.7% of Forza Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. Forza Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,322,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Fortitude Family Office LLC increased its position in iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after acquiring an additional 5,800 shares during the period. Legacy Wealth Management Inc grew its position in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock worth $359,770,000 after purchasing an additional 7,487 shares in the last quarter. Cobblestone Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 10.1% during the third quarter. Cobblestone Asset Management LLC now owns 21,216 shares of the company’s stock worth $14,200,000 after purchasing an additional 1,941 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in shares of iShares Core S&P 500 ETF by 3.5% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after buying an additional 974 shares in the last quarter. Finally, Spinnaker Investment Group LLC bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $627,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $692.63 on Thursday. The business’s 50 day simple moving average is $682.75 and its 200 day simple moving average is $660.54. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $697.02. The company has a market capitalization of $767.09 billion, a P/E ratio of 25.10 and a beta of 1.00.

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. 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.