iShares Core S&P 500 ETF (NYSEARCA:IVV) is Bernardo Wealth Planning LLC’s Largest Position

Bernardo Wealth Planning LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% in the 4th quarter, Holdings Channel reports. The fund owned 75,961 shares of the company’s stock after acquiring an additional 3,217 shares during the quarter. iShares Core S&P 500 ETF accounts for 10.6% of Bernardo Wealth Planning LLC’s holdings, making the stock its largest holding. Bernardo Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $44,310,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $33,000. Cedar Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares during the period. Kennebec Savings Bank purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $40,000. Finally, Brooklyn Investment Group purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $42,000.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $600.26 on Tuesday. The firm has a 50 day simple moving average of $598.29 and a 200-day simple moving average of $576.24. iShares Core S&P 500 ETF has a 1-year low of $474.68 and a 1-year high of $612.09. The stock has a market cap of $517.96 billion, a price-to-earnings 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.