Synergy Investment Management LLC Acquires Shares of 29,701 iShares Core S&P 500 ETF (NYSEARCA:IVV)

Synergy Investment Management LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 29,701 shares of the company’s stock, valued at approximately $17,484,000. iShares Core S&P 500 ETF accounts for approximately 7.5% of Synergy Investment Management LLC’s holdings, making the stock its 3rd biggest position.

Several other institutional investors have also made changes to their positions in the company. Balboa Wealth Partners raised its stake in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares in the last quarter. Lewis Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares during the period. Hassell Wealth Management LLC increased its stake in shares of 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 worth $400,000 after purchasing an additional 18 shares during the last quarter. Sandbox Financial Partners LLC raised its holdings in shares of 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 purchasing an additional 18 shares during the period. Finally, Dodds Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after purchasing an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $586.79 on Tuesday. The stock has a market capitalization of $583.65 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22. The stock has a 50-day simple moving average of $600.86 and a 200 day simple moving average of $588.59.

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.