Capital Advisors Wealth Management LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 60,868 shares of the company’s stock after acquiring an additional 1,383 shares during the period. iShares Core S&P 500 ETF accounts for approximately 6.4% of Capital Advisors Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $35,832,000 as of its most recent filing with the SEC.
Several other hedge funds have also modified their holdings of IVV. Modus Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $32,000. Safe Harbor Fiduciary LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at about $33,000. Cedar Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares during the last quarter. Kennebec Savings Bank acquired a new stake in iShares Core S&P 500 ETF in the third quarter worth about $40,000. Finally, Brooklyn Investment Group purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $42,000.
iShares Core S&P 500 ETF Stock Up 0.9 %
IVV opened at $600.26 on Friday. The company has a market cap of $517.96 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm’s 50-day moving average price is $598.31 and its 200-day moving average price is $575.56. iShares Core S&P 500 ETF has a 52-week low of $474.68 and a 52-week high of $612.09.
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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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