2,723 Shares in iShares Core S&P 500 ETF $IVV Bought by Capital Square LLC

Capital Square LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,723 shares of the ETF’s stock, valued at approximately $2,065,000. iShares Core S&P 500 ETF comprises 0.9% of Capital Square LLC’s portfolio, making the stock its 29th biggest holding.

Other institutional investors also recently bought and sold shares of the company. Punch & Associates Investment Management Inc. boosted its holdings 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 buying an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 3.5% during the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after buying an additional 14 shares during the period. Gratus Wealth Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after buying an additional 15 shares during the last quarter. Bridgewealth Advisory Group LLC increased its holdings in iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after buying an additional 15 shares during the last quarter. Finally, Wealthgarden F.S. LLC increased its holdings in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock valued at $4,109,000 after buying an additional 15 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $769.31 on Monday. The firm’s 50 day simple moving average is $755.28 and its two-hundred day simple moving average is $721.56. The company has a market capitalization of $893.59 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09.

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.