John W. Brooker & Co. CPAs Raises Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

John W. Brooker & Co. CPAs raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,100 shares of the company’s stock after buying an additional 232 shares during the quarter. John W. Brooker & Co. CPAs’ holdings in iShares Core S&P 500 ETF were worth $648,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Balboa Wealth Partners lifted its position in shares of iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares in the last quarter. TruWealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.9 %

NYSEARCA IVV opened at $603.80 on Friday. The business’s 50-day moving average price is $600.71 and its 200 day moving average price is $580.54. iShares Core S&P 500 ETF has a twelve month low of $493.07 and a twelve month high of $613.79. The company has a market capitalization of $521.02 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.