iShares Core S&P 500 ETF $IVV Stock Holdings Raised by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 276,989 shares of the company’s stock after acquiring an additional 3,328 shares during the quarter. iShares Core S&P 500 ETF comprises about 19.8% of Ullmann Wealth Partners Group LLC’s portfolio, making the stock its largest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Core S&P 500 ETF were worth $189,801,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after buying an additional 45 shares in the last quarter. First Trust Advisors LP boosted its stake in iShares Core S&P 500 ETF by 43.1% in the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after purchasing an additional 97 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.7%

IVV opened at $741.05 on Friday. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The firm has a market capitalization of $818.30 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50 day moving average of $723.67 and a two-hundred day moving average of $697.90.

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.