Heritage Wealth Partners LLC Acquires 3,027 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Heritage Wealth Partners LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 23.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,688 shares of the company’s stock after purchasing an additional 3,027 shares during the period. iShares Core S&P 500 ETF comprises approximately 11.6% of Heritage Wealth Partners LLC’s investment portfolio, making the stock its biggest position. Heritage Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $9,235,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Modus Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Safe Harbor Fiduciary LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $33,000. Cedar Wealth Management LLC raised its holdings 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 during the last quarter. Kennebec Savings Bank acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth approximately $40,000. Finally, Brooklyn Investment Group bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $42,000.

iShares Core S&P 500 ETF Stock Up 0.1 %

IVV opened at $584.18 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $472.11 and a twelve month high of $612.09. The company has a fifty day moving average of $598.24 and a 200-day moving average of $575.02. The stock has a market cap of $504.09 billion, a PE ratio of 25.23 and a beta of 0.99.

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.