Curat Global LLC Has $6.11 Million Holdings in iShares Core S&P 500 ETF $IVV

Curat Global LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,127 shares of the company’s stock after buying an additional 947 shares during the quarter. iShares Core S&P 500 ETF makes up 5.7% of Curat Global LLC’s portfolio, making the stock its 2nd largest position. Curat Global LLC’s holdings in iShares Core S&P 500 ETF were worth $6,108,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Forza Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares during the period. Fonville Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 121.3% in the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after acquiring an additional 3,224 shares during the period. Fortitude Family Office LLC grew its position in shares of iShares Core S&P 500 ETF by 13.4% in 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 in the last quarter. Community Trust & Investment Co. grew its position in shares of iShares Core S&P 500 ETF by 29.9% in the third quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock valued at $2,887,000 after purchasing an additional 992 shares in the last quarter. Finally, Legacy Wealth Management Inc raised its stake in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after purchasing an additional 7,487 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $694.66 on Friday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $699.17. The stock’s 50-day simple moving average is $684.86 and its 200 day simple moving average is $664.54. The stock has a market capitalization of $772.43 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.