Caerus Investment Advisors LLC Makes New $2.90 Million Investment in iShares Core S&P 500 ETF $IVV

Caerus Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,231 shares of the company’s stock, valued at approximately $2,898,000. iShares Core S&P 500 ETF comprises about 0.9% of Caerus Investment Advisors LLC’s holdings, making the stock its 16th largest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Oath Planning LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $211,000. Great Valley Advisor Group Inc. lifted its position in shares of iShares Core S&P 500 ETF by 4.2% in the fourth quarter. Great Valley Advisor Group Inc. now owns 31,449 shares of the company’s stock worth $21,541,000 after buying an additional 1,258 shares during the last quarter. Kovack Advisors Inc. lifted its position in shares of iShares Core S&P 500 ETF by 134.3% in the fourth quarter. Kovack Advisors Inc. now owns 89,099 shares of the company’s stock worth $61,027,000 after buying an additional 51,070 shares during the last quarter. Polen Capital Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $9,362,000. Finally, Sepio Capital LP lifted its position in shares of iShares Core S&P 500 ETF by 584.5% in the fourth quarter. Sepio Capital LP now owns 10,240 shares of the company’s stock worth $7,014,000 after buying an additional 8,744 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $741.05 on Friday. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The stock has a market capitalization of $818.30 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50-day simple moving average of $723.67 and a 200 day simple moving average of $697.90.

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.