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

HB Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 224,445 shares of the company’s stock after purchasing an additional 8,346 shares during the quarter. iShares Core S&P 500 ETF accounts for 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.

A number of other hedge funds have also recently bought and sold shares of IVV. Anchor Investment Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the period. Wealth Effects LLC lifted its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after buying an additional 15 shares during the period. West Wealth Group LLC lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after buying an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management lifted its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares during the period. Finally, Gratus Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after buying an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $748.43 on Friday. iShares Core S&P 500 ETF has a 12-month low of $620.85 and a 12-month high of $764.00. The firm has a market capitalization of $888.35 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average price is $742.39 and its 200 day moving average price is $704.53.

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.