Wealthquest Corp Takes $2.06 Million Position in iShares Core S&P 500 ETF $IVV

Wealthquest Corp purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 3,004 shares of the company’s stock, valued at approximately $2,058,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Nicollet Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 1.0% in the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares during the last quarter. Anchor Investment Management LLC lifted its position in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the last quarter. Wealth Effects LLC lifted its position in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after buying an additional 15 shares during the last quarter. West Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after buying an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its position in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $749.14 on Monday. The firm’s 50-day moving average is $697.42 and its two-hundred day moving average is $690.29. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $753.02. The stock has a market capitalization of $827.24 billion, a P/E 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.