Naples Global Advisors LLC Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Naples Global Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 39,762 shares of the company’s stock after purchasing an additional 3,964 shares during the quarter. iShares Core S&P 500 ETF makes up 2.2% of Naples Global Advisors LLC’s portfolio, making the stock its 4th largest holding. Naples Global Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $23,407,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Compass Ion Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after acquiring an additional 2,278 shares during the period. Bluesphere Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after acquiring an additional 1,405 shares during the period. Daiwa Securities Group Inc. lifted its position in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares during the last quarter. Fifth Third Wealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after purchasing an additional 67,472 shares during the period. Finally, Trinity Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after purchasing an additional 83 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 1.1 %

Shares of NYSEARCA:IVV opened at $612.67 on Friday. The firm’s 50 day moving average is $600.63 and its two-hundred day moving average is $582.36. The firm has a market capitalization of $528.67 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $495.94 and a 52 week high of $613.79.

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.