Daner Wealth Management LLC Makes New $5.19 Million Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Daner Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,542 shares of the company’s stock, valued at approximately $5,193,000. iShares Core S&P 500 ETF makes up approximately 3.8% of Daner Wealth Management LLC’s portfolio, making the stock its 8th biggest position.

A number of other institutional investors also recently modified their holdings of the company. Wealth Group Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.9% in the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after purchasing an additional 3,630 shares in the last quarter. Ridgepath Capital Management LLC lifted its stake in iShares Core S&P 500 ETF by 60.7% during the 3rd quarter. Ridgepath Capital Management LLC now owns 7,943 shares of the company’s stock valued at $4,582,000 after acquiring an additional 3,001 shares in the last quarter. Colton Groome Financial Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 1.9% during the 3rd quarter. Colton Groome Financial Advisors LLC now owns 93,150 shares of the company’s stock worth $53,731,000 after acquiring an additional 1,778 shares during the last quarter. FSA Advisors Inc. grew its stake in shares of iShares Core S&P 500 ETF by 13.1% in the 3rd quarter. FSA Advisors Inc. now owns 691 shares of the company’s stock worth $382,000 after acquiring an additional 80 shares in the last quarter. Finally, Southern Capital Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the third quarter. Southern Capital Advisors LLC now owns 34,094 shares of the company’s stock valued at $19,666,000 after purchasing an additional 387 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $597.08 on Wednesday. The company has a market capitalization of $593.89 billion, a price-to-earnings 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 company has a 50-day simple moving average of $600.78 and a two-hundred day simple moving average of $587.29.

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.