GoalVest Advisory LLC Has $450,000 Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

GoalVest Advisory LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 27.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 765 shares of the company’s stock after purchasing an additional 167 shares during the quarter. GoalVest Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $450,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Compass Ion Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after acquiring an additional 1,405 shares during the last quarter. Daiwa Securities Group Inc. increased its position in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after acquiring an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 23.3% during the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after acquiring an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 5.0% during the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after purchasing an additional 83 shares during the period.

iShares Core S&P 500 ETF Stock Down 0.3 %

NYSEARCA IVV opened at $610.89 on Friday. The company has a market capitalization of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The stock has a fifty day simple moving average of $598.89 and a 200 day simple moving average of $577.37.

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.