CFS Investment Advisory Services LLC Grows Stock Holdings in iShares Core S&P 500 ETF $IVV

CFS Investment Advisory Services LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,368 shares of the company’s stock after acquiring an additional 2,086 shares during the period. iShares Core S&P 500 ETF accounts for 2.5% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 6th largest holding. CFS Investment Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $33,814,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Legacy Private Trust Co. increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying 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 buying an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after buying an additional 792 shares during the last quarter. Belpointe Asset Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the period. Finally, Atria Investments Inc boosted its stake in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.5%

IVV stock opened at $758.17 on Friday. iShares Core S&P 500 ETF has a 12 month low of $586.05 and a 12 month high of $758.72. The company has a 50-day moving average price of $704.17 and a 200 day moving average price of $692.46. The stock has a market cap of $837.21 billion, a PE ratio of 25.10 and a beta of 1.00.

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. 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.