WLTH Capital Management LLC Purchases New Stake in iShares Core S&P 500 ETF $IVV

WLTH Capital Management LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 15,405 shares of the company’s stock, valued at approximately $10,549,000. iShares Core S&P 500 ETF accounts for 8.2% of WLTH Capital Management LLC’s investment portfolio, making the stock its 5th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. DiPaolo Financial Group Inc. acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $205,000. Nolet Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $41,750,000. Stone Wealth Partners acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $1,216,000. Drake & Associates LLC raised its position in shares of iShares Core S&P 500 ETF by 115.5% in the 4th quarter. Drake & Associates LLC now owns 2,521 shares of the company’s stock valued at $1,727,000 after buying an additional 1,351 shares in the last quarter. Finally, Sonoma Allocations LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 6.4% during the 4th quarter. Sonoma Allocations LLC now owns 54,713 shares of the company’s stock worth $38,197,000 after acquiring an additional 3,290 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $750.11 on Friday. The company has a market cap of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average of $734.01 and a 200-day moving average of $700.66. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00.

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. 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.