Legacy Wealth Management Inc Acquires 9,765 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Legacy Wealth Management Inc boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 513,576 shares of the company’s stock after purchasing an additional 9,765 shares during the quarter. iShares Core S&P 500 ETF accounts for about 19.4% of Legacy Wealth Management Inc’s portfolio, making the stock its largest holding. Legacy Wealth Management Inc’s holdings in iShares Core S&P 500 ETF were worth $302,332,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Compass Ion Advisors LLC lifted 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 worth $6,096,000 after purchasing an additional 2,278 shares during the period. Bluesphere Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after acquiring an additional 1,405 shares during the period. Daiwa Securities Group Inc. boosted its position in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after acquiring an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its stake in 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 valued at $206,135,000 after acquiring an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 5.0% during the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after purchasing an additional 83 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $610.89 on Monday. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $613.79. The business has a fifty day moving average price of $599.34 and a two-hundred day moving average price of $577.87. The stock has a market capitalization of $527.14 billion, a PE ratio of 25.23 and a beta of 0.99.

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.