iShares Core S&P 500 ETF $IVV is Capital Investment Advisors LLC’s 7th Largest Position

Capital Investment Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 133.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 181,699 shares of the company’s stock after acquiring an additional 103,743 shares during the period. iShares Core S&P 500 ETF comprises about 1.9% of Capital Investment Advisors LLC’s investment portfolio, making the stock its 7th biggest 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.

Other hedge funds and other institutional investors have also modified their holdings of the company. Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $39,000. Winnow Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $61,000. Texas Capital Bancshares Inc TX acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $68,000. Ulland Investment Advisors LLC grew its position 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 acquiring an additional 48 shares in the last quarter. Finally, Conquis Financial LLC acquired a new position in iShares Core S&P 500 ETF in the third quarter worth $82,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $636.99 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The firm’s 50-day moving average is $682.25 and its 200-day moving average is $679.70. The company has a market cap of $700.18 billion, a P/E 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. 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.