Forza Wealth Management LLC Purchases 1,438 Shares of iShares Core S&P 500 ETF $IVV

Forza Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,457 shares of the company’s stock after acquiring an additional 1,438 shares during the period. iShares Core S&P 500 ETF comprises 1.7% of Forza Wealth Management LLC’s holdings, making the stock its 16th largest holding. Forza Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,322,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IVV. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $331,591,000. Bison Wealth LLC boosted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Empowered Funds LLC grew its holdings in shares of iShares Core S&P 500 ETF by 111.2% during the 1st quarter. Empowered Funds LLC now owns 17,509 shares of the company’s stock valued at $9,838,000 after purchasing an additional 9,217 shares during the last quarter. Advisory Alpha LLC increased its position in iShares Core S&P 500 ETF by 3.6% during the 1st quarter. Advisory Alpha LLC now owns 3,031 shares of the company’s stock worth $1,703,000 after purchasing an additional 106 shares in the last quarter. Finally, Japan Science & Technology Agency bought a new position in iShares Core S&P 500 ETF in the 1st quarter valued at approximately $657,873,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $692.63 on Thursday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $697.02. The company has a market cap of $767.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $682.75 and a 200 day simple moving average of $660.54.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.