iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Dodds Wealth LLC

Dodds Wealth LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,995 shares of the company’s stock after buying an additional 18 shares during the period. iShares Core S&P 500 ETF accounts for about 0.4% of Dodds Wealth LLC’s holdings, making the stock its 24th biggest holding. Dodds Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $1,216,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of IVV. Balboa Wealth Partners boosted its position in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the period. TruWealth Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after buying an additional 18 shares during the period. Lewis Asset Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC grew its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $603.80 on Monday. The company’s 50-day simple moving average is $600.67 and its 200-day simple moving average is $581.03. iShares Core S&P 500 ETF has a 1 year low of $493.07 and a 1 year high of $613.79. The stock has a market capitalization of $521.02 billion, a PE 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.