Dynasty Wealth Management LLC Has $486.13 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Dynasty Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 29.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 825,799 shares of the company’s stock after acquiring an additional 185,944 shares during the quarter. iShares Core S&P 500 ETF makes up about 8.4% of Dynasty Wealth Management LLC’s portfolio, making the stock its largest position. Dynasty Wealth Management LLC owned approximately 0.10% of iShares Core S&P 500 ETF worth $486,131,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Balboa Wealth Partners lifted its holdings in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares in the last quarter. Lewis Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC lifted its holdings 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 worth $400,000 after buying an additional 18 shares in the last quarter. Sandbox Financial Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after acquiring an additional 18 shares during the last quarter. Finally, Dodds Wealth LLC grew its stake in iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $587.78 on Friday. The company has a market cap of $584.64 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22. The firm’s fifty day moving average is $601.00 and its two-hundred day moving average is $587.36.

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.