Valued Wealth Advisors LLC Has $584,000 Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Valued Wealth Advisors LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 65.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 991 shares of the company’s stock after acquiring an additional 393 shares during the quarter. iShares Core S&P 500 ETF makes up about 0.4% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Valued Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $584,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of IVV. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Ulland Investment Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Safe Harbor Fiduciary LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $33,000. Cedar Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after buying an additional 39 shares during the period. Finally, Kennebec Savings Bank acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $40,000.

iShares Core S&P 500 ETF Stock Down 0.4 %

Shares of IVV stock opened at $604.91 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $613.79. The company has a market capitalization of $521.98 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50 day moving average price of $599.85 and a two-hundred day moving average price of $578.58.

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.