Kozak & Associates Inc. Purchases 107 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kozak & Associates Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 44.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 350 shares of the company’s stock after buying an additional 107 shares during the quarter. Kozak & Associates Inc.’s holdings in iShares Core S&P 500 ETF were worth $208,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Compass Ion Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares in the last quarter. Bluesphere Advisors LLC raised its stake in iShares Core S&P 500 ETF by 1.8% in the 3rd 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 last quarter. Anchor Capital Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.2% in the second quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock valued at $688,000 after purchasing an additional 51 shares during the period. Mark Sheptoff Financial Planning LLC increased its holdings in shares of iShares Core S&P 500 ETF by 63.7% in the second quarter. Mark Sheptoff Financial Planning LLC now owns 928 shares of the company’s stock valued at $508,000 after purchasing an additional 361 shares during the period. Finally, Sompo Asset Management Co. Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 102.4% during the second quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock worth $1,967,000 after purchasing an additional 1,819 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.6 %

NYSEARCA IVV traded up $3.33 on Monday, hitting $597.94. 2,171,343 shares of the company’s stock traded hands, compared to its average volume of 5,792,984. The firm’s 50-day moving average price is $596.77 and its two-hundred day moving average price is $573.22. iShares Core S&P 500 ETF has a 1-year low of $470.55 and a 1-year high of $612.09. The firm has a market capitalization of $515.96 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.