Jamison Private Wealth Management Inc. Increases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Jamison Private Wealth Management Inc. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 8,328 shares of the company’s stock after acquiring an additional 375 shares during the period. Jamison Private Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $4,903,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Balboa Wealth Partners grew 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 valued at $745,000 after buying an additional 17 shares during the period. TruWealth Advisors LLC boosted 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 worth $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC grew its holdings in 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 purchasing an additional 18 shares during the period. Hassell Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 1.4 %

IVV stock opened at $602.37 on Tuesday. The company has a market cap of $519.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business has a fifty day simple moving average of $599.34 and a 200-day simple moving average of $577.97. iShares Core S&P 500 ETF has a 52 week low of $485.19 and a 52 week high of $613.79.

About iShares Core S&P 500 ETF

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.