Synergy Investment Management LLC Has $14.50 Million Stake in iShares Core S&P 500 ETF $IVV

Synergy Investment Management LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,656 shares of the company’s stock after acquiring an additional 2,498 shares during the quarter. iShares Core S&P 500 ETF comprises about 5.5% of Synergy Investment Management LLC’s investment portfolio, making the stock its 3rd largest holding. Synergy Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $14,495,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Nvwm LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares during the period. Winnow Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $61,000. Conquis Financial LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $82,000. Your Advocates Ltd. LLP boosted its holdings in shares of iShares Core S&P 500 ETF by 51.6% in the 2nd quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock valued at $86,000 after purchasing an additional 47 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at $92,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.5%

Shares of IVV stock opened at $689.35 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The business has a fifty day simple moving average of $690.43 and a 200 day simple moving average of $674.32. The company has a market cap of $757.73 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.