Capital Asset Advisory Services LLC Increases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Capital Asset Advisory Services LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.4% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,603 shares of the company’s stock after purchasing an additional 328 shares during the period. Capital Asset Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $1,356,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. TruWealth Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.4% in the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after acquiring an additional 21 shares during the period. Great Waters Wealth Management grew its stake in iShares Core S&P 500 ETF by 1.7% in the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares during the period. TriaGen Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after purchasing an additional 22 shares during the last quarter. Arista Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc boosted its stake in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after purchasing an additional 22 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 0.4 %

Shares of IVV opened at $547.18 on Friday. iShares Core S&P 500 ETF has a 52-week low of $411.02 and a 52-week high of $553.25. The firm’s fifty day moving average is $529.89 and its two-hundred day moving average is $509.48. The stock has a market cap of $472.16 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.