SWP Financial LLC Buys 8,072 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

SWP Financial LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 38,319 shares of the company’s stock after buying an additional 8,072 shares during the quarter. iShares Core S&P 500 ETF comprises 13.6% of SWP Financial LLC’s portfolio, making the stock its largest position. SWP Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $22,558,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Balboa Wealth Partners increased its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares in the last quarter. TruWealth Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its position in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $607.49 on Wednesday. The business has a fifty day moving average of $599.56 and a 200-day moving average of $578.27. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The firm has a market cap of $524.20 billion, a PE ratio of 25.23 and a beta of 0.99.

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.