iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Increased by LWS Wealth Advisors Inc.

LWS Wealth Advisors Inc. increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,768 shares of the company’s stock after purchasing an additional 4,609 shares during the period. iShares Core S&P 500 ETF makes up approximately 9.3% of LWS Wealth Advisors Inc.’s portfolio, making the stock its biggest holding. LWS Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $24,726,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. SageView Advisory Group LLC boosted its position in iShares Core S&P 500 ETF by 22.2% during the fourth quarter. SageView Advisory Group LLC now owns 39,174 shares of the company’s stock valued at $19,325,000 after buying an additional 7,123 shares during the period. Valley Forge Investment Consultants Inc. ADV lifted its position in iShares Core S&P 500 ETF by 3.3% in the fourth quarter. Valley Forge Investment Consultants Inc. ADV now owns 161,781 shares of the company’s stock valued at $77,272,000 after purchasing an additional 5,208 shares during the last quarter. FineMark National Bank & Trust boosted its stake in shares of iShares Core S&P 500 ETF by 7.5% during the fourth quarter. FineMark National Bank & Trust now owns 206,251 shares of the company’s stock valued at $98,512,000 after purchasing an additional 14,374 shares during the period. Commerce Bank grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% in the fourth quarter. Commerce Bank now owns 229,156 shares of the company’s stock worth $109,452,000 after purchasing an additional 2,285 shares during the last quarter. Finally, Hohimer Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 44.4% in the fourth quarter. Hohimer Wealth Management LLC now owns 5,845 shares of the company’s stock worth $2,792,000 after buying an additional 1,796 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV traded down $3.89 during trading on Thursday, hitting $528.64. 2,662,915 shares of the stock traded hands, compared to its average volume of 5,440,094. The firm has a market capitalization of $456.16 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm has a 50-day moving average of $518.02 and a 200 day moving average of $493.53. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $535.74.

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.