Lake Street Private Wealth LLC Buys 208 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lake Street Private Wealth LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,340 shares of the company’s stock after purchasing an additional 208 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.1% of Lake Street Private Wealth LLC’s investment portfolio, making the stock its 24th largest holding. Lake Street Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $6,678,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Modus Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF during the third quarter worth about $33,000. Cedar Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after acquiring an additional 39 shares during the period. Kennebec Savings Bank acquired a new position in iShares Core S&P 500 ETF in the third quarter valued at about $40,000. Finally, Brooklyn Investment Group bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth about $42,000.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $600.26 on Friday. The business’s 50-day simple moving average is $598.29 and its 200-day simple moving average is $575.92. iShares Core S&P 500 ETF has a fifty-two week low of $474.68 and a fifty-two week high of $612.09. The stock has a market capitalization of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99.

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.