iShares Core S&P 500 ETF $IVV Stock Position Boosted by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 906,088 shares of the company’s stock after purchasing an additional 168,314 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 8.1% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its largest position. Dynasty Wealth Management LLC owned about 0.09% of iShares Core S&P 500 ETF worth $606,445,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Jackson Thornton Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 3.6% in the third quarter. Jackson Thornton Wealth Management LLC now owns 1,209 shares of the company’s stock valued at $818,000 after buying an additional 42 shares during the last quarter. Vaughan David Investments LLC IL grew its stake in iShares Core S&P 500 ETF by 57.4% during the 3rd quarter. Vaughan David Investments LLC IL now owns 628 shares of the company’s stock valued at $420,000 after acquiring an additional 229 shares in the last quarter. Global View Capital Management LLC raised its holdings in iShares Core S&P 500 ETF by 5.9% in the 3rd quarter. Global View Capital Management LLC now owns 6,520 shares of the company’s stock valued at $4,364,000 after acquiring an additional 363 shares during the last quarter. Inscription Capital LLC lifted its stake in iShares Core S&P 500 ETF by 65.3% in the 3rd quarter. Inscription Capital LLC now owns 1,385 shares of the company’s stock worth $927,000 after purchasing an additional 547 shares in the last quarter. Finally, Americana Partners LLC lifted its stake in iShares Core S&P 500 ETF by 21.8% in the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $680.60 on Wednesday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $699.17. The firm has a market capitalization of $750.26 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $684.94 and a 200-day simple moving average of $665.66.

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.