Centricity Wealth Management LLC Invests $4.29 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Centricity Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 7,294 shares of the company’s stock, valued at approximately $4,294,000. iShares Core S&P 500 ETF makes up approximately 4.0% of Centricity Wealth Management LLC’s portfolio, making the stock its 4th largest holding.

A number of other institutional investors have also recently bought and sold shares of the company. Wealth Group Ltd. increased its position in iShares Core S&P 500 ETF by 1.9% during the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after buying an additional 3,630 shares during the last quarter. Foundry Financial Group Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Foundry Financial Group Inc. now owns 23,294 shares of the company’s stock valued at $13,436,000 after acquiring an additional 320 shares during the last quarter. Courier Capital LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Courier Capital LLC now owns 147,297 shares of the company’s stock valued at $84,964,000 after acquiring an additional 1,462 shares in the last quarter. McAdam LLC lifted its holdings in iShares Core S&P 500 ETF by 4.8% in the 3rd quarter. McAdam LLC now owns 40,770 shares of the company’s stock worth $23,517,000 after purchasing an additional 1,859 shares during the last quarter. Finally, Axecap Investments LLC bought a new stake in iShares Core S&P 500 ETF during the third quarter worth approximately $1,026,000.

iShares Core S&P 500 ETF Stock Down 1.7 %

Shares of IVV stock opened at $602.87 on Friday. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The company has a market cap of $520.22 billion, a PE ratio of 25.23 and a beta of 0.99. The business’s 50 day moving average is $601.14 and its two-hundred day moving average is $585.52.

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.