Capital Advisors Wealth Management LLC Grows Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Capital Advisors Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 2.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 59,001 shares of the company’s stock after buying an additional 1,532 shares during the quarter. iShares Core S&P 500 ETF comprises 6.4% of Capital Advisors Wealth Management LLC’s portfolio, making the stock its largest position. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $31,019,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Connor Clark & Lunn Investment Management Ltd. raised its position in iShares Core S&P 500 ETF by 3.5% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 5,245 shares of the company’s stock worth $2,252,000 after buying an additional 177 shares during the last quarter. Jacobi Capital Management LLC increased its position in iShares Core S&P 500 ETF by 22.8% in the third quarter. Jacobi Capital Management LLC now owns 2,243 shares of the company’s stock worth $963,000 after buying an additional 416 shares in the last quarter. Natixis Advisors L.P. raised its stake in shares of iShares Core S&P 500 ETF by 996.2% in the third quarter. Natixis Advisors L.P. now owns 211,393 shares of the company’s stock worth $90,778,000 after buying an additional 192,109 shares during the period. Cadence Bank lifted its position in shares of iShares Core S&P 500 ETF by 14.2% during the 3rd quarter. Cadence Bank now owns 8,056 shares of the company’s stock valued at $3,459,000 after buying an additional 1,000 shares in the last quarter. Finally, Parkside Financial Bank & Trust grew its stake in shares of iShares Core S&P 500 ETF by 39.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 5,628 shares of the company’s stock valued at $2,417,000 after acquiring an additional 1,580 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.2 %

NYSEARCA IVV traded up $1.00 on Tuesday, reaching $546.61. 442,107 shares of the stock were exchanged, compared to its average volume of 5,328,672. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $551.29. The firm has a market capitalization of $471.67 billion, a PE ratio of 25.23 and a beta of 0.99. The company’s 50-day simple moving average is $526.21 and its two-hundred day simple moving average is $507.74.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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