Moneywise Inc. Increases Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Moneywise Inc. lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,779 shares of the company’s stock after purchasing an additional 413 shares during the period. iShares Core S&P 500 ETF accounts for about 1.0% of Moneywise Inc.’s investment portfolio, making the stock its 16th biggest position. Moneywise Inc.’s holdings in iShares Core S&P 500 ETF were worth $1,805,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IVV. Ironwood Wealth Management LLC. lifted its holdings in iShares Core S&P 500 ETF by 6.1% during the first quarter. Ironwood Wealth Management LLC. now owns 77,088 shares of the company’s stock worth $34,974,000 after buying an additional 4,405 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its holdings in iShares Core S&P 500 ETF by 5.0% during the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 895,194 shares of the company’s stock worth $406,141,000 after buying an additional 42,292 shares during the period. Roundview Capital LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 7.3% during the 1st quarter. Roundview Capital LLC now owns 10,642 shares of the company’s stock valued at $4,828,000 after purchasing an additional 728 shares during the last quarter. Great West Life Assurance Co. Can lifted its holdings in shares of iShares Core S&P 500 ETF by 247.7% during the 1st quarter. Great West Life Assurance Co. Can now owns 911 shares of the company’s stock valued at $423,000 after purchasing an additional 649 shares during the last quarter. Finally, Laurel Wealth Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 27.1% during the 1st quarter. Laurel Wealth Advisors Inc. now owns 16,516 shares of the company’s stock valued at $7,493,000 after purchasing an additional 3,523 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 1.4 %

Shares of IVV opened at $513.31 on Monday. iShares Core S&P 500 ETF has a 12 month low of $405.54 and a 12 month high of $527.16. The stock has a fifty day moving average price of $513.13 and a 200-day moving average price of $476.72. The firm has a market cap of $397.12 billion, a PE ratio of 18.43 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.