iShares Core S&P 500 ETF $IVV Stock Position Boosted by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 906,088 shares of the company’s stock after purchasing an additional 168,314 shares during the quarter. iShares Core S&P 500 ETF comprises 8.1% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its biggest position. Dynasty Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $606,445,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Nvwm LLC grew its position in iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares during the period. Hager Investment Management Services LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at $61,000. Rice Partnership LLC grew its holdings in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares during the period. Creative Capital Management Investments LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $80,000. Finally, Missouri Trust & Investment Co raised its holdings in iShares Core S&P 500 ETF by 33.0% in the 2nd quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock valued at $83,000 after buying an additional 33 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $680.60 on Wednesday. The stock has a market capitalization of $750.26 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average is $684.94 and its two-hundred day moving average is $665.66. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $699.17.

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.