iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Boosted by Continuum Wealth Advisors LLC

Continuum Wealth Advisors LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 52,829 shares of the company’s stock after buying an additional 3,099 shares during the quarter. iShares Core S&P 500 ETF makes up 15.7% of Continuum Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Continuum Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $31,099,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Twin Peaks Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 8.2% in the fourth quarter. Twin Peaks Wealth Advisors LLC now owns 21,874 shares of the company’s stock valued at $12,877,000 after acquiring an additional 1,657 shares during the last quarter. Bank of New York Mellon Corp lifted its position in iShares Core S&P 500 ETF by 1.3% during the 4th quarter. Bank of New York Mellon Corp now owns 13,904,814 shares of the company’s stock valued at $8,185,485,000 after purchasing an additional 183,962 shares during the period. Synergy Financial Group LTD raised its position in shares of iShares Core S&P 500 ETF by 8.0% in the 4th quarter. Synergy Financial Group LTD now owns 685 shares of the company’s stock valued at $403,000 after acquiring an additional 51 shares during the period. Transcendent Capital Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 71.0% in the fourth quarter. Transcendent Capital Group LLC now owns 14,110 shares of the company’s stock worth $8,306,000 after purchasing an additional 5,857 shares in the last quarter. Finally, Trifecta Capital Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.1% in the fourth quarter. Trifecta Capital Advisors LLC now owns 27,650 shares of the company’s stock valued at $16,277,000 after buying an additional 1,084 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $600.00 on Tuesday. The company has a market capitalization of $517.74 billion, a PE ratio of 25.23 and a beta of 0.99. The company’s 50-day simple moving average is $600.94 and its 200 day simple moving average is $586.86. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22.

iShares Core S&P 500 ETF Company 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.