Iams Wealth Management LLC Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Iams Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,292 shares of the company’s stock after purchasing an additional 36 shares during the period. Iams Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $761,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Balboa Wealth Partners boosted its stake in 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 period. TruWealth Advisors LLC raised its holdings 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 buying an additional 18 shares during the last quarter. Lewis Asset Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the period. Hassell Wealth Management LLC grew its holdings 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 worth $400,000 after buying 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% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.5 %

iShares Core S&P 500 ETF stock opened at $604.66 on Friday. The stock has a 50 day moving average of $600.30 and a two-hundred day moving average of $578.97. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The stock has a market capitalization of $521.76 billion, a price-to-earnings 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.