Nelson Capital Management LLC Has $8.42 Million Position in iShares Core S&P 500 ETF $IVV

Nelson Capital Management LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,560 shares of the company’s stock after buying an additional 946 shares during the period. iShares Core S&P 500 ETF comprises about 1.1% of Nelson Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Nelson Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,419,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Bank of Finland raised its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock valued at $290,567,000 after purchasing an additional 1,592 shares in the last quarter. Dynasty Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the 1st quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock valued at $466,533,000 after purchasing an additional 4,478 shares in the last quarter. Mayfair Advisory Group LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.6% during the 1st quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after purchasing an additional 25 shares in the last quarter. D Orazio & Associates Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 9.9% during the 1st quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock valued at $355,000 after purchasing an additional 57 shares in the last quarter. Finally, STAR Financial Bank raised its holdings in shares of iShares Core S&P 500 ETF by 98.8% during the 1st quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock valued at $1,641,000 after purchasing an additional 1,452 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 2.7%

iShares Core S&P 500 ETF stock opened at $656.20 on Friday. The company has a market capitalization of $684.19 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day simple moving average is $654.83 and its 200-day simple moving average is $610.21. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $677.20.

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.