iShares Core S&P 500 ETF (NYSEARCA:IVV) is Eley Financial Management Inc’s Largest Position

Eley Financial Management Inc increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,279 shares of the company’s stock after purchasing an additional 1,262 shares during the quarter. iShares Core S&P 500 ETF accounts for 9.7% of Eley Financial Management Inc’s investment portfolio, making the stock its largest position. Eley Financial Management Inc’s holdings in iShares Core S&P 500 ETF were worth $20,671,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in IVV. TruWealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.4% during the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after purchasing an additional 21 shares in the last quarter. Great Waters Wealth Management lifted its stake in iShares Core S&P 500 ETF by 1.7% in the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares in the last quarter. TriaGen Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after purchasing an additional 22 shares during the last quarter. Arista Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc increased its position in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after purchasing an additional 22 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 1.2 %

Shares of IVV stock traded up $5.93 during trading on Friday, reaching $511.75. 1,848,336 shares of the company’s stock were exchanged, compared to its average volume of 5,815,343. The firm’s fifty day moving average price is $513.89 and its 200-day moving average price is $480.81. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16. The stock has a market capitalization of $438.37 billion, a PE ratio of 25.43 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.