Capital Advisors Wealth Management LLC Boosts Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Capital Advisors Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,868 shares of the company’s stock after buying an additional 1,383 shares during the quarter. iShares Core S&P 500 ETF makes up 6.4% of Capital Advisors Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $35,832,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Compass Ion Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after buying an additional 2,278 shares in the last quarter. Bluesphere Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after acquiring an additional 1,405 shares during the period. Sompo Asset Management Co. Ltd. grew its holdings in iShares Core S&P 500 ETF by 102.4% during the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock worth $1,967,000 after acquiring an additional 1,819 shares in the last quarter. Daiwa Securities Group Inc. increased its position in iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares during the period. Finally, Fifth Third Wealth Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 23.3% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after purchasing an additional 67,472 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $600.26 on Friday. The company has a market cap of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99. The firm’s 50 day moving average price is $598.31 and its 200-day moving average price is $575.56. iShares Core S&P 500 ETF has a 52-week low of $474.68 and a 52-week high of $612.09.

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.