iShares Core S&P 500 ETF $IVV is Earned Wealth Advisors LLC’s 4th Largest Position

Earned Wealth Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 85,133 shares of the company’s stock after purchasing an additional 10,106 shares during the quarter. iShares Core S&P 500 ETF accounts for 6.2% of Earned Wealth Advisors LLC’s portfolio, making the stock its 4th biggest holding. Earned Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $58,311,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Abacus Planning Group Inc. lifted its position in iShares Core S&P 500 ETF by 1.9% during the fourth quarter. Abacus Planning Group Inc. now owns 14,236 shares of the company’s stock valued at $9,750,000 after purchasing an additional 272 shares during the period. Wealth Advisory Solutions LLC grew its position in iShares Core S&P 500 ETF by 3.0% in the 4th quarter. Wealth Advisory Solutions LLC now owns 2,640 shares of the company’s stock worth $1,808,000 after purchasing an additional 76 shares during the period. Catalina Capital Group LLC grew its position in iShares Core S&P 500 ETF by 3.0% in the 4th quarter. Catalina Capital Group LLC now owns 11,800 shares of the company’s stock worth $8,082,000 after purchasing an additional 343 shares during the period. HF Advisory Group LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $252,000. Finally, YHB Investment Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 6.1% during the 4th quarter. YHB Investment Advisors Inc. now owns 23,986 shares of the company’s stock valued at $16,429,000 after buying an additional 1,389 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $658.96 on Friday. The company has a market cap of $726.73 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The stock’s fifty day moving average price is $678.58 and its 200-day moving average price is $679.49.

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.