Dynasty Wealth Management LLC Increases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Dynasty Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 29.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 825,799 shares of the company’s stock after buying an additional 185,944 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 8.4% of Dynasty Wealth Management LLC’s holdings, making the stock its biggest holding. Dynasty Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $486,131,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Motco increased its stake in iShares Core S&P 500 ETF by 5.7% in the fourth quarter. Motco now owns 10,328 shares of the company’s stock worth $6,080,000 after purchasing an additional 558 shares during the period. Private Trust Co. NA grew its holdings in shares of iShares Core S&P 500 ETF by 13.3% in the fourth quarter. Private Trust Co. NA now owns 22,221 shares of the company’s stock worth $13,081,000 after purchasing an additional 2,612 shares during the last quarter. Private Capital Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 13.9% in the third quarter. Private Capital Management LLC now owns 4,382 shares of the company’s stock worth $2,527,000 after purchasing an additional 535 shares during the last quarter. Parkside Financial Bank & Trust lifted its holdings in iShares Core S&P 500 ETF by 4.6% during the 4th quarter. Parkside Financial Bank & Trust now owns 7,422 shares of the company’s stock valued at $4,369,000 after buying an additional 327 shares in the last quarter. Finally, Hilltop Partners LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at about $382,000.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $587.78 on Friday. The company has a market capitalization of $584.64 billion, a P/E ratio of 26.66 and a beta of 1.01. The company’s 50-day simple moving average is $601.00 and its two-hundred day simple moving average is $587.36. iShares Core S&P 500 ETF has a one year low of $496.30 and a one year high of $616.22.

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.