iShares Core S&P 500 ETF $IVV Shares Purchased by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,671 shares of the company’s stock after acquiring an additional 975 shares during the period. Discipline Wealth Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $4,357,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Keenan LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $26,000. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $29,000. GS Investments Inc. grew its stake in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after buying an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth $38,000. Finally, Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF in the third quarter worth $39,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $736.66 on Thursday. The stock has a market capitalization of $813.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $608.45 and a 1 year high of $764.00. The stock’s fifty day moving average is $737.34 and its two-hundred day moving average is $701.92.

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.