iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Transform Wealth LLC

Transform Wealth LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,192 shares of the company’s stock after purchasing an additional 316 shares during the quarter. Transform Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $8,355,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Ulland Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $32,000. Safe Harbor Fiduciary LLC acquired a new stake in iShares Core S&P 500 ETF during the third quarter worth $33,000. Cedar Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares during the period. Finally, Kennebec Savings Bank acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $40,000.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $609.30 on Thursday. The firm has a 50-day simple moving average of $598.38 and a two-hundred day simple moving average of $576.90. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $612.09. The stock has a market cap of $525.76 billion, a PE ratio of 25.23 and a beta of 0.99.

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.