Dougherty Wealth Advisers LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Dougherty Wealth Advisers LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 113 shares of the company’s stock, valued at approximately $67,000.

Several other hedge funds have also modified their holdings of the stock. International Assets Investment Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 67,668.9% during the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after purchasing an additional 10,232,214 shares during the period. Nisa Investment Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $5,813,061,000. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after acquiring an additional 2,187,803 shares during the period. Assetmark Inc. raised its stake in shares of iShares Core S&P 500 ETF by 788.4% during the third quarter. Assetmark Inc. now owns 1,179,310 shares of the company’s stock valued at $680,249,000 after purchasing an additional 1,046,567 shares in the last quarter. Finally, Alaska Permanent Fund Corp raised its position in iShares Core S&P 500 ETF by 40.8% in the fourth quarter. Alaska Permanent Fund Corp now owns 1,995,000 shares of the company’s stock worth $1,174,417,000 after acquiring an additional 577,916 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.7 %

NYSEARCA IVV opened at $600.68 on Tuesday. The stock’s 50-day moving average price is $600.42 and its two-hundred day moving average price is $579.46. The company has a market cap of $518.33 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $492.59 and a 1 year high of $613.79.

About iShares Core S&P 500 ETF

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.