7,718 Shares in iShares Core S&P 500 ETF $IVV Bought by Capstone Wealth Management Inc.

Capstone Wealth Management Inc. acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,718 shares of the company’s stock, valued at approximately $5,290,000. iShares Core S&P 500 ETF makes up about 4.6% of Capstone Wealth Management Inc.’s holdings, making the stock its 5th biggest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after purchasing an additional 409,816 shares during the last quarter. Marshall Wace LLP lifted its stake in iShares Core S&P 500 ETF by 17.9% in the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after purchasing an additional 4,928,585 shares during the last quarter. Creative Planning lifted its stake in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE lifted its stake in iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its position in iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $750.11 on Friday. The company’s 50 day moving average price is $732.59 and its two-hundred day moving average price is $700.32. The firm has a market capitalization of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $594.71 and a fifty-two week high of $764.00.

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.