iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Zhang Financial LLC

Zhang Financial LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,257 shares of the company’s stock after purchasing an additional 3,091 shares during the period. iShares Core S&P 500 ETF accounts for about 0.8% of Zhang Financial LLC’s holdings, making the stock its 27th biggest holding. Zhang Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $14,280,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of IVV. Balboa Wealth Partners raised its position in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the last quarter. TruWealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC increased its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.9 %

NYSEARCA:IVV opened at $605.70 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $485.12 and a 12-month high of $612.09. The firm has a market cap of $522.66 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50-day moving average is $598.26 and its two-hundred day moving average is $576.56.

About iShares Core S&P 500 ETF

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.