Caliber Wealth Management LLC KS Has $142.68 Million Position in iShares Core S&P 500 ETF $IVV

Caliber Wealth Management LLC KS raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 218,425 shares of the company’s stock after purchasing an additional 23,895 shares during the quarter. iShares Core S&P 500 ETF accounts for 15.6% of Caliber Wealth Management LLC KS’s portfolio, making the stock its largest holding. Caliber Wealth Management LLC KS’s holdings in iShares Core S&P 500 ETF were worth $142,677,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of IVV. Keenan LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $26,000. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth $29,000. GS Investments Inc. raised its stake in iShares Core S&P 500 ETF by 83.3% during the fourth 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. bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $38,000. Finally, Imprint Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at $39,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $749.10 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $619.58 and a 52 week high of $764.00. The company’s fifty day moving average is $740.89 and its 200-day moving average is $703.77. The company has a market capitalization of $888.13 billion, a PE ratio of 25.10 and a beta of 1.00.

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.