1,030 Shares in iShares Core S&P 500 ETF $IVV Purchased by Koa Wealth Management LLC

Koa Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,030 shares of the company’s stock, valued at approximately $705,000.

Other large investors have also recently modified their holdings of the company. Decker Retirement Planning Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $29,000. Palouse Capital Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $38,000. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth about $39,000. Dorato Capital Management purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $55,000. Finally, Maryland Capital Advisors Inc. increased its stake in shares of iShares Core S&P 500 ETF by 681.8% in the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after purchasing an additional 75 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

IVV opened at $714.89 on Thursday. The company has a market capitalization of $786.88 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $681.22 and a 200-day moving average price of $683.55. iShares Core S&P 500 ETF has a twelve month low of $544.10 and a twelve month high of $718.95.

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.