Asio Capital LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 69,534 shares of the company’s stock after purchasing an additional 2,635 shares during the period. iShares Core S&P 500 ETF accounts for 7.7% of Asio Capital LLC’s holdings, making the stock its biggest holding. Asio Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $40,933,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the stock. Balboa Wealth Partners raised its position in iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares in the last quarter. TruWealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC lifted its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the last quarter.
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $602.37 on Tuesday. The company has a market capitalization of $519.79 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79. The company’s 50 day moving average price is $599.34 and its two-hundred day moving average price is $577.97.
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.
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