iShares Core S&P 500 ETF $IVV is Old North State Trust LLC’s 6th Largest Position

Old North State Trust LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 19.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,396 shares of the company’s stock after purchasing an additional 878 shares during the period. iShares Core S&P 500 ETF makes up 2.2% of Old North State Trust LLC’s investment portfolio, making the stock its 6th largest holding. Old North State Trust LLC’s holdings in iShares Core S&P 500 ETF were worth $3,696,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in IVV. Keenan LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $26,000. Decker Retirement Planning Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $29,000. GS Investments Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $38,000. Finally, Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $750.11 on Monday. The business has a 50 day moving average price of $734.01 and a 200 day moving average price of $700.78. The company 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 1-year low of $594.71 and a 1-year high of $764.00.

iShares Core S&P 500 ETF 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.