Selective Wealth Management Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 25.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,350 shares of the company’s stock after acquiring an additional 2,749 shares during the period. iShares Core S&P 500 ETF makes up about 2.8% of Selective Wealth Management Inc.’s portfolio, making the stock its 7th largest holding. Selective Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,309,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Lcnb Corp lifted its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Lcnb Corp now owns 2,156 shares of the company’s stock worth $773,000 after acquiring an additional 25 shares during the period. Capital Market Strategies LLC lifted its stake in iShares Core S&P 500 ETF by 1.6% in the 4th quarter. Capital Market Strategies LLC now owns 1,589 shares of the company’s stock valued at $610,000 after purchasing an additional 25 shares during the last quarter. Biechele Royce Advisors lifted its stake in iShares Core S&P 500 ETF by 4.4% in the 3rd quarter. Biechele Royce Advisors now owns 616 shares of the company’s stock valued at $220,000 after purchasing an additional 26 shares during the last quarter. Foster & Motley Inc. lifted its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. Foster & Motley Inc. now owns 1,362 shares of the company’s stock valued at $489,000 after purchasing an additional 27 shares during the last quarter. Finally, Wealth Advisory Solutions LLC lifted its stake in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Wealth Advisory Solutions LLC now owns 2,936 shares of the company’s stock valued at $1,053,000 after purchasing an additional 27 shares during the last quarter.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $411.08 on Friday. The company has a market cap of $309.26 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. The firm has a 50 day simple moving average of $403.35 and a 200 day simple moving average of $392.06. iShares Core S&P 500 ETF has a one year low of $349.53 and a one year high of $464.05.
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.
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