HB Wealth Management LLC Has $146.61 Million Stake in iShares Core S&P 500 ETF $IVV

HB Wealth Management LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 224,445 shares of the company’s stock after buying an additional 8,346 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.9% of HB Wealth Management LLC’s holdings, making the stock its 17th biggest position. HB Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $146,610,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in IVV. Keenan LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $26,000. Decker Retirement Planning Inc. bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $29,000. GS Investments Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 83.3% in the fourth 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 stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at $39,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $748.43 on Friday. The company has a market capitalization of $888.35 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $620.85 and a one year high of $764.00. The company’s fifty day moving average price is $742.39 and its 200 day moving average price is $704.53.

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.