17,104 Shares in iShares Core S&P 500 ETF $IVV Acquired by Mosley Wealth Management

by · The Markets Daily

Mosley Wealth Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 17,104 shares of the company’s stock, valued at approximately $11,570,000. iShares Core S&P 500 ETF makes up 5.3% of Mosley Wealth Management’s investment portfolio, making the stock its 3rd biggest holding.

Other hedge funds have also bought and sold shares of the company. Legacy Private Trust Co. increased its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC increased its stake in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC increased its stake in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC increased its stake in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc increased its stake in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.7%

Shares of iShares Core S&P 500 ETF stock opened at $741.05 on Friday. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The firm has a market capitalization of $818.30 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s 50 day simple moving average is $723.67 and its two-hundred day simple moving average is $697.90.

About iShares Core S&P 500 ETF

(Free Report)

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.

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