10,009 Shares in iShares Core S&P 500 ETF (NYSEARCA:IVV) Purchased by Optivise Advisory Services LLC

Optivise Advisory Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 10,009 shares of the company’s stock, valued at approximately $5,773,000. iShares Core S&P 500 ETF makes up approximately 3.0% of Optivise Advisory Services LLC’s portfolio, making the stock its 5th largest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of IVV. 1620 Investment Advisors Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at approximately $36,000. Cedar Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the period. Kennebec Savings Bank acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at $40,000. Covestor Ltd boosted its holdings in iShares Core S&P 500 ETF by 321.1% in the first quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the period. Finally, Peterson Financial Group Inc. purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth about $46,000.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $598.47 on Friday. The stock has a 50-day simple moving average of $582.31 and a 200-day simple moving average of $558.51. iShares Core S&P 500 ETF has a 1 year low of $455.41 and a 1 year high of $603.09. The stock has a market capitalization of $516.42 billion, a PE ratio of 25.23 and a beta of 0.99.

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.