iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Waterford Advisors LLC

Waterford Advisors LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 79,850 shares of the company’s stock after purchasing an additional 2,528 shares during the period. iShares Core S&P 500 ETF makes up approximately 17.8% of Waterford Advisors LLC’s holdings, making the stock its biggest position. Waterford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $41,979,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Mendel Capital Management LLC grew its holdings in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Mendel Capital Management LLC now owns 2,097 shares of the company’s stock worth $1,002,000 after purchasing an additional 60 shares during the period. Values Added Financial LLC grew its stake in shares of iShares Core S&P 500 ETF by 114.0% in the 4th quarter. Values Added Financial LLC now owns 3,206 shares of the company’s stock valued at $1,531,000 after buying an additional 1,708 shares during the period. Austin Private Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.7% in the 4th quarter. Austin Private Wealth LLC now owns 4,572 shares of the company’s stock valued at $2,184,000 after buying an additional 30 shares during the period. Lockerman Financial Group Inc. increased its position in iShares Core S&P 500 ETF by 12.4% in the 4th quarter. Lockerman Financial Group Inc. now owns 1,799 shares of the company’s stock valued at $859,000 after buying an additional 198 shares in the last quarter. Finally, Saxon Interests Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $1,555,000.

iShares Core S&P 500 ETF Stock Up 0.0 %

NYSEARCA:IVV traded up $0.27 on Monday, hitting $547.66. The stock had a trading volume of 2,731,572 shares, compared to its average volume of 5,108,745. The company has a market cap of $472.58 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $568.24. The business’s fifty day moving average is $546.02 and its 200 day moving average is $521.87.

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.