iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by W Advisors LLC

W Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,964 shares of the company’s stock after buying an additional 670 shares during the period. iShares Core S&P 500 ETF accounts for approximately 4.7% of W Advisors LLC’s portfolio, making the stock its 3rd biggest holding. W Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $7,632,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Balboa Wealth Partners grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares during the last quarter. TruWealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the period. Hassell Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $607.94 on Friday. The firm has a market capitalization of $524.59 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $613.79. The company’s 50 day simple moving average is $600.08 and its 200-day simple moving average is $578.77.

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.