BFI Wealth Solutions LLC Buys New Stake in iShares Core S&P 500 ETF $IVV

BFI Wealth Solutions LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 705 shares of the company’s stock, valued at approximately $483,000.

Several other large investors have also recently added to or reduced their stakes in IVV. Legacy Private Trust Co. boosted its holdings in 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 acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its position in shares of iShares Core S&P 500 ETF by 7.1% during the third 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. Hubbell Strickland Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.5% during the fourth 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 in the last quarter. Finally, Atria Investments Inc boosted its stake in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 1.0%

IVV opened at $750.11 on Friday. The company has a fifty day simple moving average of $732.59 and a 200 day simple moving average of $700.32. The firm has a market cap of $828.31 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 $594.71 and a twelve month high of $764.00.

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.