Caldwell Trust Co Has $19.19 Million Position in iShares Core S&P 500 ETF $IVV

Caldwell Trust Co boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,671 shares of the company’s stock after buying an additional 2,095 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.8% of Caldwell Trust Co’s portfolio, making the stock its 9th biggest position. Caldwell Trust Co’s holdings in iShares Core S&P 500 ETF were worth $19,190,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Flaharty Asset Management LLC bought a new position in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $28,000. Nvwm LLC boosted its position in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares during the period. Hager Investment Management Services LLC purchased a new stake in iShares Core S&P 500 ETF during the second quarter valued at about $61,000. Rice Partnership LLC grew its stake in shares of iShares Core S&P 500 ETF by 460.0% during the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after buying an additional 92 shares during the last quarter. Finally, Creative Capital Management Investments LLC purchased a new position in shares of iShares Core S&P 500 ETF in the second quarter worth about $80,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $697.08 on Friday. The business has a 50-day moving average of $683.17 and a 200 day moving average of $661.41. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $698.37. The stock has a market capitalization of $772.02 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.