iShares Core S&P 500 ETF $IVV is WealthBridge Capital Management LLC’s Largest Position

WealthBridge Capital Management LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 63,113 shares of the company’s stock after acquiring an additional 1,638 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 9.9% of WealthBridge Capital Management LLC’s holdings, making the stock its largest holding. WealthBridge Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $42,241,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Falcon Wealth Planning boosted its stake in iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after purchasing an additional 15 shares in the last quarter. Atwood & Palmer Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after buying an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 2.7% during the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares during the period. Balanced Wealth Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after buying an additional 15 shares during the last quarter. Finally, Wealth Watch Advisors INC increased its position in shares of iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after acquiring an additional 16 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $684.76 on Monday. The business has a fifty day moving average of $690.52 and a 200 day moving average of $673.43. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The firm has a market capitalization of $752.69 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.