Capital Advisors Inc. OK Purchases 1,072 Shares of iShares Core S&P 500 ETF $IVV

Capital Advisors Inc. OK lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 32.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,367 shares of the company’s stock after buying an additional 1,072 shares during the period. Capital Advisors Inc. OK’s holdings in iShares Core S&P 500 ETF were worth $2,991,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IVV. Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Winnow Wealth LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $61,000. Texas Capital Bancshares Inc TX purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $68,000. Ulland Investment Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 87.3% in the 3rd quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock worth $69,000 after purchasing an additional 48 shares in the last quarter. Finally, Conquis Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $82,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $658.96 on Friday. The stock has a market capitalization of $724.33 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The business has a fifty day moving average price of $679.25 and a 200-day moving average price of $679.52.

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.