Caldwell Trust Co Invests $16.50 Million in iShares Core S&P 500 ETF $IVV

Caldwell Trust Co bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 2nd quarter, according to its most recent filing with the SEC. The fund bought 26,576 shares of the company’s stock, valued at approximately $16,501,000. iShares Core S&P 500 ETF makes up 1.7% of Caldwell Trust Co’s portfolio, making the stock its 10th largest position.

Several other hedge funds have also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares in the last quarter. Russell Investments Group Ltd. grew its position in iShares Core S&P 500 ETF by 17.2% in the first quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock valued at $5,547,000 after acquiring an additional 1,449 shares during the period. Moment Partners LLC grew its position in iShares Core S&P 500 ETF by 24.8% in the first quarter. Moment Partners LLC now owns 1,829 shares of the company’s stock valued at $1,028,000 after acquiring an additional 363 shares during the period. Finally, Cascade Financial Partners LLC raised its stake in iShares Core S&P 500 ETF by 1.0% during the first quarter. Cascade Financial Partners LLC now owns 50,405 shares of the company’s stock worth $28,323,000 after acquiring an additional 502 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $685.17 on Monday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $693.07. The business has a fifty day moving average of $677.95 and a two-hundred day moving average of $649.83. The stock has a market cap of $719.09 billion, a PE ratio of 25.10 and a beta of 1.00.

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.