iShares Core S&P 500 ETF $IVV Holdings Lifted by Capital Investment Advisors LLC

Capital Investment Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 133.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 181,699 shares of the company’s stock after purchasing an additional 103,743 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.9% of Capital Investment Advisors LLC’s holdings, making the stock its 7th largest holding. Capital Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $124,453,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Team Financial Group LLC lifted its position in iShares Core S&P 500 ETF by 11.5% during the fourth quarter. Team Financial Group LLC now owns 1,384 shares of the company’s stock valued at $948,000 after buying an additional 143 shares in the last quarter. Dakota Wealth Management increased its position in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Dakota Wealth Management now owns 273,774 shares of the company’s stock worth $187,518,000 after acquiring an additional 7,833 shares in the last quarter. CoreCap Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 5.2% in the fourth quarter. CoreCap Advisors LLC now owns 61,492 shares of the company’s stock worth $42,118,000 after acquiring an additional 3,057 shares in the last quarter. Shearwater Capital LLC raised its stake in shares of iShares Core S&P 500 ETF by 27.1% in the 4th quarter. Shearwater Capital LLC now owns 1,800 shares of the company’s stock valued at $1,233,000 after acquiring an additional 384 shares during the period. Finally, Sharkey Howes & Javer lifted its holdings in shares of iShares Core S&P 500 ETF by 5.3% during the 4th quarter. Sharkey Howes & Javer now owns 90,055 shares of the company’s stock valued at $61,683,000 after acquiring an additional 4,514 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.7%

Shares of iShares Core S&P 500 ETF stock opened at $636.99 on Friday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The stock has a market cap of $700.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a fifty day moving average price of $682.25 and a 200 day moving average price of $679.70.

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. 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.