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

Cyndeo Wealth Partners LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 24,418 shares of the company’s stock after purchasing an additional 1,621 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.0% of Cyndeo Wealth Partners LLC’s portfolio, making the stock its 24th biggest holding. Cyndeo Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $14,374,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Modus Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $32,000. Ulland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $32,000. Safe Harbor Fiduciary LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth about $33,000. Cedar Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank purchased a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $40,000.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $610.89 on Monday. The stock has a market capitalization of $527.14 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $613.79. The firm’s 50-day moving average is $599.34 and its two-hundred day 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.