iShares Core S&P 500 ETF $IVV Stock Holdings Increased by Synergy Investment Management LLC

Synergy Investment Management LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.1% in the fourth quarter, HoldingsChannel reports. The firm owned 25,148 shares of the company’s stock after acquiring an additional 3,492 shares during the quarter. iShares Core S&P 500 ETF makes up about 6.1% of Synergy Investment Management LLC’s investment portfolio, making the stock its 3rd biggest position. Synergy Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $17,225,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Americana Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Legacy Private Trust Co. raised its stake in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC raised its stake in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its holdings 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 worth $27,172,000 after buying an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC lifted its holdings 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 worth $27,239,000 after buying an additional 1,700 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $741.91 on Tuesday. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02. The stock has a market cap of $819.25 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day simple moving average of $692.20 and a 200-day simple moving average of $688.66.

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. 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.