Trinity Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Trinity Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,738 shares of the company’s stock after buying an additional 83 shares during the quarter. iShares Core S&P 500 ETF accounts for about 0.5% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 29th largest position. Trinity Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,003,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Global Trust Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 28.6% during the first quarter. Global Trust Asset Management LLC now owns 360 shares of the company’s stock valued at $189,000 after purchasing an additional 80 shares in the last quarter. Kaydan Wealth Management Inc. lifted its holdings in iShares Core S&P 500 ETF by 15.2% during the first quarter. Kaydan Wealth Management Inc. now owns 2,918 shares of the company’s stock valued at $1,535,000 after purchasing an additional 386 shares in the last quarter. Nova R Wealth Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the first quarter. Nova R Wealth Inc. now owns 39,656 shares of the company’s stock worth $20,848,000 after buying an additional 915 shares in the last quarter. Roth Financial Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 14.7% in the first quarter. Roth Financial Partners LLC now owns 90,206 shares of the company’s stock worth $47,424,000 after buying an additional 11,565 shares in the last quarter. Finally, Allen Mooney & Barnes Investment Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 10.5% in the first quarter. Allen Mooney & Barnes Investment Advisors LLC now owns 1,260 shares of the company’s stock worth $656,000 after buying an additional 120 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $587.46 on Monday. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $588.93. The company’s fifty day moving average price is $566.53 and its 200-day moving average price is $545.40. The company has a market capitalization of $506.92 billion, a PE ratio of 25.23 and a beta of 0.99.

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.