Fusion Family Wealth LLC Boosts Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fusion Family Wealth LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,951 shares of the company’s stock after buying an additional 188 shares during the period. iShares Core S&P 500 ETF comprises 1.6% of Fusion Family Wealth LLC’s holdings, making the stock its 16th biggest holding. Fusion Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $17,043,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in IVV. MAS Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 753.4% during the 4th quarter. MAS Advisors LLC now owns 7,425 shares of the company’s stock worth $4,371,000 after buying an additional 6,555 shares in the last quarter. Bay Harbor Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.6% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 44,184 shares of the company’s stock worth $26,010,000 after acquiring an additional 1,106 shares during the period. Greenwood Capital Associates LLC grew its holdings in iShares Core S&P 500 ETF by 17.6% during the 4th quarter. Greenwood Capital Associates LLC now owns 55,957 shares of the company’s stock worth $32,941,000 after acquiring an additional 8,379 shares in the last quarter. PFS Partners LLC increased its position in iShares Core S&P 500 ETF by 0.7% during the 4th quarter. PFS Partners LLC now owns 10,137 shares of the company’s stock valued at $5,967,000 after purchasing an additional 69 shares during the period. Finally, Newton One Investments LLC raised its holdings in shares of iShares Core S&P 500 ETF by 66.8% in the 4th quarter. Newton One Investments LLC now owns 4,100 shares of the company’s stock valued at $2,413,000 after purchasing an additional 1,642 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $609.40 on Friday. The stock has a market capitalization of $525.85 billion, a PE ratio of 25.23 and a beta of 0.99. The company has a 50 day moving average price of $600.55 and a 200-day moving average price of $580.34. iShares Core S&P 500 ETF has a fifty-two week low of $493.07 and a fifty-two week high of $613.79.

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.