Caldwell Trust Co Invests $16.50 Million in iShares Core S&P 500 ETF $IVV

Caldwell Trust Co purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 26,576 shares of the company’s stock, valued at approximately $16,501,000. iShares Core S&P 500 ETF accounts for approximately 1.7% of Caldwell Trust Co’s investment portfolio, making the stock its 10th biggest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $331,591,000. Bison Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares in the last quarter. Russell Investments Group Ltd. increased its holdings in iShares Core S&P 500 ETF by 17.2% in the first quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock worth $5,547,000 after buying an additional 1,449 shares during the last quarter. Moment Partners LLC increased its holdings in iShares Core S&P 500 ETF by 24.8% in the first quarter. Moment Partners LLC now owns 1,829 shares of the company’s stock worth $1,028,000 after buying an additional 363 shares during the last quarter. Finally, Cascade Financial Partners LLC raised its position in iShares Core S&P 500 ETF by 1.0% during the first quarter. Cascade Financial Partners LLC now owns 50,405 shares of the company’s stock valued at $28,323,000 after acquiring an additional 502 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Down 1.1%

IVV stock opened at $685.17 on Monday. The firm has a 50 day moving average of $677.95 and a two-hundred day moving average of $649.83. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $693.07. The company has a market capitalization of $719.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.