Schwarz Dygos Wheeler Investment Advisors LLC Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Schwarz Dygos Wheeler Investment Advisors LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,029 shares of the company’s stock after purchasing an additional 33 shares during the quarter. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $492,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of IVV. Syntegra Private Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 9.7% in the third quarter. Syntegra Private Wealth Group LLC now owns 759 shares of the company’s stock worth $326,000 after purchasing an additional 67 shares during the last quarter. Sparta 24 Ltd. grew its holdings in shares of iShares Core S&P 500 ETF by 120.7% in the third quarter. Sparta 24 Ltd. now owns 52,454 shares of the company’s stock valued at $22,525,000 after purchasing an additional 28,686 shares in the last quarter. SS&H Financial Advisors Inc. bought a new stake in iShares Core S&P 500 ETF in the third quarter worth $314,000. White Lighthouse Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 6.9% during the third quarter. White Lighthouse Investment Management Inc. now owns 1,918 shares of the company’s stock valued at $824,000 after purchasing an additional 123 shares in the last quarter. Finally, Iron Horse Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 28.3% during the third quarter. Iron Horse Wealth Management LLC now owns 1,065 shares of the company’s stock valued at $457,000 after purchasing an additional 235 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock traded up $4.95 on Friday, reaching $510.77. The company had a trading volume of 4,026,864 shares, compared to its average volume of 5,844,797. The firm has a market cap of $437.53 billion, a price-to-earnings ratio of 25.43 and a beta of 0.99. The firm’s 50-day moving average price is $514.07 and its two-hundred day moving average price is $481.35. iShares Core S&P 500 ETF has a 1 year low of $405.54 and a 1 year high of $527.16.

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.