Trek Financial LLC Buys 5,662 Shares of iShares Core S&P 500 ETF $IVV

Trek Financial LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 23.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,138 shares of the company’s stock after buying an additional 5,662 shares during the quarter. iShares Core S&P 500 ETF comprises 1.2% of Trek Financial LLC’s portfolio, making the stock its 17th biggest holding. Trek Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $20,643,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in IVV. Americana Partners LLC raised its stake in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares during the period. Legacy Private Trust Co. raised its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the period. Coyle Financial Counsel LLC raised its stake in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after purchasing an additional 792 shares during the period. Finally, Belpointe Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after purchasing an additional 1,700 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.2%

Shares of IVV opened at $742.75 on Tuesday. The business’s 50 day moving average is $686.43 and its 200 day moving average is $686.43. The company has a market capitalization of $820.18 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $578.31 and a 12-month high of $744.22.

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.