Watershed Private Wealth LLC Boosts Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Watershed Private Wealth LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 77,681 shares of the company’s stock after purchasing an additional 3,122 shares during the quarter. iShares Core S&P 500 ETF accounts for 17.8% of Watershed Private Wealth LLC’s portfolio, making the stock its biggest position. Watershed Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $45,729,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Modus Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $32,000. Ulland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $33,000. Cedar Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the period. Finally, Kennebec Savings Bank bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at $40,000.

iShares Core S&P 500 ETF Trading Up 0.5 %

Shares of iShares Core S&P 500 ETF stock opened at $607.94 on Friday. The company’s fifty day simple moving average is $600.08 and its two-hundred day simple moving average is $578.77. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $613.79. The company has a market cap of $524.59 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.