Lutz Financial Services LLC Has $14.61 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lutz Financial Services LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 24,813 shares of the company’s stock after purchasing an additional 51 shares during the quarter. iShares Core S&P 500 ETF makes up 1.2% of Lutz Financial Services LLC’s investment portfolio, making the stock its 24th largest holding. Lutz Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $14,607,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Balboa Wealth Partners grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the last quarter. Lewis Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the last quarter. Sandbox Financial Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter. Finally, Dodds Wealth LLC boosted its holdings in iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after acquiring an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 1.7 %

iShares Core S&P 500 ETF stock opened at $602.87 on Friday. The business’s 50-day simple moving average is $601.14 and its 200 day simple moving average is $585.94. The stock has a market cap of $520.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22.

About iShares Core S&P 500 ETF

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.