Caldwell Trust Co Has $19.19 Million Position in iShares Core S&P 500 ETF $IVV

Caldwell Trust Co grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,671 shares of the company’s stock after purchasing an additional 2,095 shares during the period. iShares Core S&P 500 ETF makes up 1.8% of Caldwell Trust Co’s portfolio, making the stock its 9th biggest holding. Caldwell Trust Co’s holdings in iShares Core S&P 500 ETF were worth $19,190,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Forza Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Fortitude Family Office LLC lifted its position in iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after purchasing an additional 5,800 shares during the last quarter. Community Trust & Investment Co. grew its stake in iShares Core S&P 500 ETF by 29.9% in the 3rd quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock worth $2,887,000 after buying an additional 992 shares in the last quarter. Legacy Wealth Management Inc grew its stake in iShares Core S&P 500 ETF by 1.4% in the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock worth $359,770,000 after buying an additional 7,487 shares in the last quarter. Finally, Cobblestone Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 10.1% in the 3rd quarter. Cobblestone Asset Management LLC now owns 21,216 shares of the company’s stock worth $14,200,000 after buying an additional 1,941 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $697.08 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $698.37. The stock has a market cap of $772.02 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $683.17 and its 200-day moving average price is $661.41.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.