Shade Tree Advisors LLC Acquires Shares of 2,722 iShares Core S&P 500 ETF $IVV

Shade Tree Advisors LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 2,722 shares of the company’s stock, valued at approximately $1,864,000. iShares Core S&P 500 ETF comprises approximately 1.4% of Shade Tree Advisors LLC’s investment portfolio, making the stock its 7th largest position.

Several other large investors also recently bought and sold shares of the company. Washington Trust Bank grew its position in iShares Core S&P 500 ETF by 5.3% in the fourth quarter. Washington Trust Bank now owns 67,219 shares of the company’s stock valued at $46,041,000 after acquiring an additional 3,375 shares in the last quarter. Mascoma Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 1.2% in the fourth quarter. Mascoma Wealth Management LLC now owns 116,624 shares of the company’s stock valued at $79,880,000 after acquiring an additional 1,387 shares in the last quarter. Gratus Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after acquiring an additional 15 shares during the last quarter. HORAN Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 2.7% during the fourth quarter. HORAN Wealth LLC now owns 196,307 shares of the company’s stock worth $134,458,000 after acquiring an additional 5,108 shares during the last quarter. Finally, KLCM Advisors Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $1,356,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $742.75 on Tuesday. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $744.22. The firm has a market cap of $820.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $686.43 and its 200-day simple moving average is $686.43.

iShares Core S&P 500 ETF Company 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.