iShares Core S&P 500 ETF $IVV is Greenup Street Wealth Management LLC’s 3rd Largest Position

Greenup Street Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 84,515 shares of the company’s stock after purchasing an additional 4,465 shares during the period. iShares Core S&P 500 ETF accounts for about 7.9% of Greenup Street Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Greenup Street Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $57,888,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Falcon Wealth Planning increased its holdings in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares during the period. Atwood & Palmer Inc. raised its stake in iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after buying an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. lifted its holdings in iShares Core S&P 500 ETF by 2.7% during the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares during the period. Balanced Wealth Group LLC lifted its holdings in iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the period. Finally, Nicollet Investment Management Inc. boosted its position in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.0%

Shares of NYSEARCA:IVV opened at $689.54 on Tuesday. iShares Core S&P 500 ETF has a 12-month low of $510.83 and a 12-month high of $700.97. The business’s fifty day simple moving average is $676.07 and its 200-day simple moving average is $680.21. The company has a market capitalization of $755.49 billion, a PE 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.