iShares Core S&P 500 ETF (NYSEARCA:IVV) is Walkner Condon Financial Advisors LLC’s 2nd Largest Position

Walkner Condon Financial Advisors LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,910 shares of the company’s stock after buying an additional 58 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.8% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 2nd largest position. Walkner Condon Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $18,785,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. SYM FINANCIAL Corp purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $30,000. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $32,000. Ulland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth approximately $33,000. Finally, Cedar Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 139.3% during the third 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.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $612.68 on Friday. iShares Core S&P 500 ETF has a one year low of $495.94 and a one year high of $613.93. The stock has a market capitalization of $528.68 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The stock has a 50 day moving average price of $600.69 and a 200 day moving average price of $582.57.

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.