iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Raised by Naples Global Advisors LLC

Naples Global Advisors LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,762 shares of the company’s stock after buying an additional 3,964 shares during the period. iShares Core S&P 500 ETF makes up about 2.2% of Naples Global Advisors LLC’s holdings, making the stock its 4th biggest holding. Naples Global Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $23,407,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of IVV. SYM FINANCIAL Corp bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth $30,000. Modus Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth $32,000. Ulland Investment Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth about $33,000. Finally, Cedar Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $612.67 on Friday. The company has a market capitalization of $528.67 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $495.94 and a one year high of $613.79. The stock has a 50-day simple moving average of $600.63 and a 200 day simple moving average of $582.36.

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.