iShares Core S&P 500 ETF $IVV Stock Position Boosted by Williams Financial LLC

Williams Financial LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 112.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,921 shares of the company’s stock after acquiring an additional 17,444 shares during the period. iShares Core S&P 500 ETF accounts for about 13.0% of Williams Financial LLC’s holdings, making the stock its 2nd biggest position. Williams Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $22,549,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of IVV. Decker Retirement Planning Inc. purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $29,000. Palouse Capital Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $38,000. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter worth approximately $39,000. Dorato Capital Management purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $55,000. Finally, EQ Wealth Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $55,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $721.39 on Tuesday. The firm’s fifty day moving average price is $681.91 and its 200 day moving average price is $684.07. iShares Core S&P 500 ETF has a 1-year low of $558.69 and a 1-year high of $728.25. The firm has a market cap of $796.59 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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.