U.S. Capital Wealth Advisors LLC Has $24.77 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

U.S. Capital Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 42,084 shares of the company’s stock after purchasing an additional 2,248 shares during the period. iShares Core S&P 500 ETF accounts for 0.8% of U.S. Capital Wealth Advisors LLC’s portfolio, making the stock its 17th largest holding. U.S. Capital Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $24,774,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Greenleaf Trust raised its stake in iShares Core S&P 500 ETF by 4.1% in the 4th quarter. Greenleaf Trust now owns 1,884,111 shares of the company’s stock valued at $1,109,138,000 after acquiring an additional 74,734 shares during the period. Dougherty Wealth Advisers LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $67,000. Nadler Financial Group Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 1.8% during the 4th quarter. Nadler Financial Group Inc. now owns 38,550 shares of the company’s stock worth $22,694,000 after buying an additional 673 shares during the last quarter. Golden State Equity Partners boosted its holdings in shares of iShares Core S&P 500 ETF by 77.3% during the 4th quarter. Golden State Equity Partners now owns 4,953 shares of the company’s stock worth $2,916,000 after buying an additional 2,159 shares during the period. Finally, Avantra Family Wealth Inc. acquired a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $1,474,000.

iShares Core S&P 500 ETF Stock Down 0.7 %

Shares of IVV stock opened at $600.68 on Tuesday. iShares Core S&P 500 ETF has a 12-month low of $492.59 and a 12-month high of $613.79. The company has a market capitalization of $518.33 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50 day moving average price of $600.42 and a two-hundred day moving average price of $579.46.

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.