iShares Core S&P 500 ETF (NYSEARCA:IVV) is Lakeridge Wealth Management LLC’s 9th Largest Position

Lakeridge Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 10,342 shares of the company’s stock after purchasing an additional 430 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.1% of Lakeridge Wealth Management LLC’s holdings, making the stock its 9th largest holding. Lakeridge Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,088,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of IVV. Balboa Wealth Partners raised its position in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares in the last quarter. Lewis Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter. Sandbox Financial Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares in the last quarter. Finally, Dodds Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.0 %

IVV stock opened at $612.68 on Monday. The firm has a market cap of $528.68 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 $495.94 and a 12-month high of $613.93. The stock’s 50 day simple moving average is $600.72 and its 200 day simple moving average is $583.29.

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.