iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Boosted by Able Wealth Management LLC

Able Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,141 shares of the company’s stock after acquiring an additional 141 shares during the quarter. iShares Core S&P 500 ETF makes up 4.9% of Able Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Able Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,427,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in IVV. Holistic Planning LLC raised its stake in iShares Core S&P 500 ETF by 19.9% in the third quarter. Holistic Planning LLC now owns 6,949 shares of the company’s stock worth $4,008,000 after buying an additional 1,152 shares in the last quarter. CWA Asset Management Group LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $2,216,000. Source Financial Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 0.6% in the 3rd quarter. Source Financial Advisors LLC now owns 37,852 shares of the company’s stock worth $21,834,000 after acquiring an additional 232 shares in the last quarter. Beckerman Institutional LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $459,000. Finally, Leavell Investment Management Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 0.7% in the 3rd quarter. Leavell Investment Management Inc. now owns 17,134 shares of the company’s stock valued at $9,883,000 after purchasing an additional 116 shares during the period.

iShares Core S&P 500 ETF Stock Up 0.4 %

Shares of IVV stock opened at $601.13 on Friday. The business’s fifty day moving average is $574.26 and its 200 day moving average is $552.49. The stock has a market cap of $518.72 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $435.37 and a twelve month high of $602.56.

iShares Core S&P 500 ETF 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.