Heritage Financial Services LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 44.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,342 shares of the company’s stock after purchasing an additional 1,033 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.3% of Heritage Financial Services LLC’s holdings, making the stock its 21st biggest position. Heritage Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $1,284,000 as of its most recent SEC filing.
A number of other large investors have also recently added to or reduced their stakes in IVV. Lcnb Corp raised its holdings in 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 buying an additional 25 shares during the period. Capital Market Strategies LLC lifted its position in shares of 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 acquiring an additional 25 shares in the last quarter. Biechele Royce Advisors lifted its position in shares of 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 acquiring an additional 26 shares in the last quarter. Foster & Motley Inc. boosted 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 worth $489,000 after purchasing an additional 27 shares during the period. Finally, Wealth Advisory Solutions LLC grew its position in iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Wealth Advisory Solutions LLC now owns 2,936 shares of the company’s stock worth $1,053,000 after purchasing an additional 27 shares in the last quarter.
iShares Core S&P 500 ETF Stock Up 0.4 %
IVV opened at $411.01 on Friday. The firm has a market capitalization of $309.20 billion, a P/E ratio of 18.43 and a beta of 1.00. The stock has a fifty day moving average of $404.02 and a 200-day moving average of $392.74. iShares Core S&P 500 ETF has a 12-month low of $349.53 and a 12-month high of $452.62.
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.
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