Goepper Burkhardt LLC Has $16.19 Million Holdings in iShares Core S&P 500 ETF $IVV

Goepper Burkhardt LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,643 shares of the company’s stock after acquiring an additional 4,263 shares during the period. iShares Core S&P 500 ETF accounts for about 5.3% of Goepper Burkhardt LLC’s investment portfolio, making the stock its 4th largest holding. Goepper Burkhardt LLC’s holdings in iShares Core S&P 500 ETF were worth $16,194,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Decker Retirement Planning Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $29,000. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $39,000. Dorato Capital Management bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $55,000. Finally, EQ Wealth Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $55,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $749.14 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $578.31 and a twelve month high of $753.02. The firm has a market cap of $827.24 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average of $699.02 and a 200 day moving average of $690.79.

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.