Traphagen Investment Advisors LLC Has $240.09 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Traphagen Investment Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the fourth quarter, Holdings Channel reports. The firm owned 407,841 shares of the company’s stock after purchasing an additional 5,486 shares during the period. iShares Core S&P 500 ETF accounts for 24.4% of Traphagen Investment Advisors LLC’s investment portfolio, making the stock its biggest holding. Traphagen Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $240,088,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the company. Balboa Wealth Partners boosted its position in iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the period. TruWealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.9% in 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 lifted its holdings in iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC grew 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 buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $612.70 on Friday. The business has a 50-day moving average of $598.56 and a 200-day moving average of $577.13. The company has a market capitalization of $528.70 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $485.19 and a 1 year high of $612.70.

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.