iShares Core S&P 500 ETF (NYSEARCA:IVV) is Wellspring Financial Advisors LLC’s 7th Largest Position

Wellspring Financial Advisors LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 24.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 488,055 shares of the company’s stock after purchasing an additional 96,347 shares during the period. iShares Core S&P 500 ETF accounts for 4.9% of Wellspring Financial Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Wellspring Financial Advisors LLC owned approximately 0.06% of iShares Core S&P 500 ETF worth $287,308,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of IVV. SYM FINANCIAL Corp acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $30,000. Murphy & Mullick Capital Management Corp purchased a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $30,000. Modus Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth approximately $32,000. Ulland Investment Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $507.61 on Monday. The firm has a fifty day moving average price of $585.52 and a 200 day moving average price of $589.36. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $616.22. The stock has a market cap of $522.84 billion, a P/E ratio of 24.79 and a beta of 1.01.

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.