Joel Adams & Associates Inc. Makes New $900,000 Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Joel Adams & Associates Inc. acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,529 shares of the company’s stock, valued at approximately $900,000. iShares Core S&P 500 ETF comprises approximately 0.8% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 19th biggest holding.

Other hedge funds also recently made changes to their positions in the company. SYM FINANCIAL Corp purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $30,000. Modus Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $32,000. Ulland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $32,000. Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter worth about $33,000. Finally, Cedar Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after buying an additional 39 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.2 %

NYSEARCA IVV opened at $615.85 on Thursday. iShares Core S&P 500 ETF has a 52-week low of $495.94 and a 52-week high of $616.22. The business’s 50-day moving average price is $601.10 and its 200 day moving average price is $584.74. The firm has a market cap of $531.42 billion, a P/E 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.