iShares Core S&P 500 ETF $IVV Stake Increased by Lineweaver Wealth Advisors LLC

Lineweaver Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 98,653 shares of the company’s stock after purchasing an additional 1,526 shares during the period. iShares Core S&P 500 ETF makes up approximately 9.1% of Lineweaver Wealth Advisors LLC’s investment portfolio, making the stock its biggest holding. Lineweaver Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $67,572,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $39,000. Winnow Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at $61,000. Texas Capital Bancshares Inc TX bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at $68,000. Ulland Investment Advisors LLC grew its position in iShares Core S&P 500 ETF by 87.3% in the 3rd quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock valued at $69,000 after acquiring an additional 48 shares during the last quarter. Finally, Conquis Financial LLC purchased a new stake in iShares Core S&P 500 ETF in the third quarter worth $82,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $636.99 on Monday. The company has a market cap of $700.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The stock has a fifty day simple moving average of $682.25 and a 200-day simple moving average of $680.05.

iShares Core S&P 500 ETF Company 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. 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.