Wealth Care LLC Takes Position in iShares Core S&P 500 ETF $IVV

Wealth Care LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 1st quarter, Holdings Channel.com reports. The firm acquired 5,423 shares of the company’s stock, valued at approximately $3,542,000. iShares Core S&P 500 ETF accounts for 3.1% of Wealth Care LLC’s investment portfolio, making the stock its 10th biggest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Anchor Investment Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares during the period. Wealth Effects LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares during the period. West Wealth Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management increased its stake in iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares in the last quarter. Finally, Gratus Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after purchasing an additional 15 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 Stock Performance

Shares of IVV stock opened at $748.43 on Friday. The stock has a fifty day moving average price of $741.72 and a 200 day moving average price of $704.22. The stock has a market cap of $887.34 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $620.85 and a 1 year high of $764.00.

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. 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.