FLP Wealth Management LLC Has $12.20 Million Stock Position in iShares Core S&P 500 ETF $IVV

FLP Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 40.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,808 shares of the company’s stock after acquiring an additional 5,091 shares during the period. iShares Core S&P 500 ETF accounts for about 12.1% of FLP Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. FLP Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $12,197,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of IVV. Americana Partners LLC increased its position in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares in the last quarter. Forza Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Legacy Private Trust Co. boosted its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC increased its holdings in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Finally, Fonville Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $658.96 on Friday. The stock has a market capitalization of $726.73 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The business has a fifty day moving average price of $678.58 and a 200-day moving average price of $679.61.

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.