iShares Core S&P 500 ETF $IVV is Caldwell Trust Co’s 9th Largest Position

Caldwell Trust Co boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the first quarter, HoldingsChannel reports. The fund owned 30,277 shares of the company’s stock after buying an additional 1,211 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.8% of Caldwell Trust Co’s portfolio, making the stock its 9th biggest holding. Caldwell Trust Co’s holdings in iShares Core S&P 500 ETF were worth $19,777,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $331,591,000. Bison Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after acquiring an additional 45 shares in the last quarter. First Trust Advisors LP boosted its position in iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. boosted its position in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $744.19 on Tuesday. iShares Core S&P 500 ETF has a one year low of $617.99 and a one year high of $764.00. The business’s 50-day moving average price is $739.44 and its two-hundred day moving average price is $702.97. The company has a market capitalization of $821.77 billion, a P/E ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.