2,858 Shares in iShares Core S&P 500 ETF $IVV Bought by Capital Square LLC

Capital Square LLC purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 2,858 shares of the ETF’s stock, valued at approximately $216,000.

A number of other large investors have also added to or reduced their stakes in IVV. Punch & Associates Investment Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after purchasing an additional 14 shares during the last quarter. Gratus Wealth Advisors LLC raised its position in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after purchasing an additional 15 shares during the last quarter. Bridgewealth Advisory Group LLC lifted its holdings in iShares Core S&P 500 ETF by 4.6% in the 4th quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after buying an additional 15 shares during the period. Finally, Wealthgarden F.S. LLC lifted its holdings in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock worth $4,109,000 after buying an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $767.13 on Tuesday. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09. The stock has a market capitalization of $891.06 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50 day moving average price is $755.50 and its 200-day moving average price is $722.09.

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.