Schwarz Dygos Wheeler Investment Advisors LLC Purchases New Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Schwarz Dygos Wheeler Investment Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 827 shares of the company’s stock, valued at approximately $267,000.

Several other large investors also recently modified their holdings of IVV. JJJ Advisors Inc. lifted its position in shares of iShares Core S&P 500 ETF by 8.7% in the 3rd quarter. JJJ Advisors Inc. now owns 174,987 shares of the company’s stock worth $52,237,000 after acquiring an additional 13,961 shares during the period. Rinet Co LLC lifted its holdings in iShares Core S&P 500 ETF by 1.3% during the third quarter. Rinet Co LLC now owns 4,692 shares of the company’s stock worth $1,401,000 after acquiring an additional 58 shares in the last quarter. Campbell Wealth Management lifted its holdings in iShares Core S&P 500 ETF by 4.0% during the third quarter. Campbell Wealth Management now owns 50,316 shares of the company’s stock worth $15,020,000 after acquiring an additional 1,930 shares in the last quarter. Cetera Investment Advisers lifted its holdings in iShares Core S&P 500 ETF by 4.8% during the third quarter. Cetera Investment Advisers now owns 20,096 shares of the company’s stock worth $6,002,000 after acquiring an additional 918 shares in the last quarter. Finally, Baker Avenue Asset Management LP lifted its holdings in iShares Core S&P 500 ETF by 5.9% during the third quarter. Baker Avenue Asset Management LP now owns 217,728 shares of the company’s stock worth $64,996,000 after acquiring an additional 12,218 shares in the last quarter.

IVV stock traded up $1.63 during midday trading on Thursday, hitting $331.29. 676,675 shares of the company’s stock were exchanged, compared to its average volume of 3,896,291. The stock’s fifty day moving average price is $321.18 and its 200-day moving average price is $305.19. iShares Core S&P 500 ETF has a one year low of $261.52 and a one year high of $330.49.

The company also recently declared a quarterly dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a $2.0391 dividend. This represents a $8.16 dividend on an annualized basis and a dividend yield of 2.46%. This is a positive change from iShares Core S&P 500 ETF’s previous quarterly dividend of $1.78. The ex-dividend date of this dividend was Monday, December 16th.

iShares Core S&P 500 ETF Company 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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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