Flywheel Private Wealth LLC Makes New $3.80 Million Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Flywheel Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 6,449 shares of the company’s stock, valued at approximately $3,796,000. iShares Core S&P 500 ETF makes up about 3.5% of Flywheel Private Wealth LLC’s portfolio, making the stock its 8th biggest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Argent Capital Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 195.6% in the 4th quarter. Argent Capital Management LLC now owns 3,322 shares of the company’s stock worth $1,956,000 after acquiring an additional 2,198 shares in the last quarter. USA Financial Formulas grew its holdings in iShares Core S&P 500 ETF by 1.8% in the fourth quarter. USA Financial Formulas now owns 62,304 shares of the company’s stock worth $36,677,000 after purchasing an additional 1,120 shares during the period. ERn Financial LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the fourth quarter. ERn Financial LLC now owns 3,717 shares of the company’s stock valued at $2,188,000 after purchasing an additional 28 shares in the last quarter. BluePath Capital Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.9% during the fourth quarter. BluePath Capital Management LLC now owns 702 shares of the company’s stock valued at $410,000 after purchasing an additional 33 shares during the last quarter. Finally, HCR Wealth Advisors boosted its position in shares of iShares Core S&P 500 ETF by 7.2% in the 4th quarter. HCR Wealth Advisors now owns 37,452 shares of the company’s stock worth $22,047,000 after purchasing an additional 2,518 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.2 %

Shares of NYSEARCA:IVV opened at $594.62 on Friday. The stock has a fifty day simple moving average of $598.38 and a two-hundred day simple moving average of $575.43. iShares Core S&P 500 ETF has a 12-month low of $472.11 and a 12-month high of $612.09. The stock has a market capitalization of $513.10 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.