Adaptive Financial Consulting LLC Acquires 1,649 Shares of iShares Core S&P 500 ETF $IVV

Adaptive Financial Consulting LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,029 shares of the ETF’s stock after purchasing an additional 1,649 shares during the quarter. iShares Core S&P 500 ETF comprises about 11.3% of Adaptive Financial Consulting LLC’s investment portfolio, making the stock its 3rd biggest position. Adaptive Financial Consulting LLC’s holdings in iShares Core S&P 500 ETF were worth $29,414,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth $26,000. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth $29,000. GS Investments Inc. raised its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after acquiring an additional 20 shares during the period. Palouse Capital Management Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth $39,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $754.42 on Friday. The stock has a market capitalization of $889.61 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $748.19 and a two-hundred day moving average of $709.01. iShares Core S&P 500 ETF has a 52-week low of $622.31 and a 52-week high of $764.00.

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.