iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,418 shares of the company’s stock after acquiring an additional 1,621 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.0% of Cyndeo Wealth Partners LLC’s holdings, making the stock its 24th largest position. Cyndeo Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $14,374,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of IVV. Compass Ion Advisors LLC grew its position in iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after acquiring an additional 2,278 shares during the period. Bluesphere Advisors LLC lifted its position in iShares Core S&P 500 ETF by 1.8% during the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after buying an additional 1,405 shares in the last quarter. Daiwa Securities Group Inc. grew its stake in iShares Core S&P 500 ETF by 35.9% during the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after buying an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 23.3% in the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after acquiring an additional 67,472 shares in the last quarter. Finally, Trinity Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after acquiring an additional 83 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.3 %

NYSEARCA:IVV opened at $610.89 on Monday. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The firm has a market capitalization of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day simple moving average is $599.34 and its 200 day simple moving average is $577.87.

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.