Elwood & Goetz Wealth Advisory Group LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 20.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,500 shares of the company’s stock after acquiring an additional 919 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 0.7% of Elwood & Goetz Wealth Advisory Group LLC’s holdings, making the stock its 20th largest position. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $3,681,000 at the end of the most recent quarter.
Several other hedge funds also recently modified their holdings of the business. Orin Green Financial LLC raised its holdings in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Orin Green Financial LLC now owns 51,912 shares of the company’s stock valued at $34,745,000 after purchasing an additional 716 shares in the last quarter. Impact Capital Partners LLC raised its holdings in iShares Core S&P 500 ETF by 3.0% during the third quarter. Impact Capital Partners LLC now owns 3,982 shares of the company’s stock valued at $2,665,000 after buying an additional 115 shares in the last quarter. Octavia Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 90.7% in the third quarter. Octavia Wealth Advisors LLC now owns 3,313 shares of the company’s stock worth $2,217,000 after buying an additional 1,576 shares during the last quarter. Well Done LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.5% in the third quarter. Well Done LLC now owns 117,478 shares of the company’s stock worth $78,628,000 after buying an additional 2,859 shares during the last quarter. Finally, Procyon Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 185.1% during the 3rd quarter. Procyon Advisors LLC now owns 12,683 shares of the company’s stock worth $8,489,000 after acquiring an additional 8,235 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA IVV opened at $695.32 on Friday. The business’s 50-day simple moving average is $684.45 and its 200-day simple moving average is $663.72. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The firm has a market cap of $762.80 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
About iShares Core S&P 500 ETF
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.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
- NEW LAW: Congress Approves Setup For Digital Dollar?
- Trump just signed it
- Virtually Unknown AI Company Solving Trillion-Dollar Problem
- Do not delete, read immediately
- URGENT: Trump Just Triggered AI’s Biggest Disruption Yet
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
