Mosley Wealth Management bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 27,256 shares of the company’s stock, valued at approximately $13,018,000. iShares Core S&P 500 ETF makes up about 12.8% of Mosley Wealth Management’s investment portfolio, making the stock its largest position.
Several other large investors have also recently made changes to their positions in IVV. TruWealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after acquiring an additional 21 shares in the last quarter. Great Waters Wealth Management boosted its holdings in iShares Core S&P 500 ETF by 1.7% during the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares during the period. TriaGen Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 3.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after acquiring an additional 22 shares during the period. Arista Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock valued at $2,924,000 after purchasing an additional 22 shares in the last quarter. Finally, Financial Perspectives Inc boosted its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock valued at $2,860,000 after buying an additional 22 shares during the period.
iShares Core S&P 500 ETF Stock Performance
Shares of iShares Core S&P 500 ETF stock opened at $536.73 on Monday. The business has a 50-day simple moving average of $520.42 and a 200-day simple moving average of $501.02. The company has a market cap of $463.14 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $539.62.
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.
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