Clearstead Trust LLC Increases Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Clearstead Trust LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,400 shares of the company’s stock after purchasing an additional 3,626 shares during the period. iShares Core S&P 500 ETF comprises about 1.8% of Clearstead Trust LLC’s investment portfolio, making the stock its 11th biggest holding. Clearstead Trust LLC’s holdings in iShares Core S&P 500 ETF were worth $8,477,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. 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 purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Ulland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at about $33,000. Finally, Advantage Trust Co purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $36,000.

iShares Core S&P 500 ETF Trading Up 2.1 %

NYSEARCA:IVV opened at $565.56 on Friday. The company has a market capitalization of $562.53 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The business’s 50-day moving average is $596.10 and its 200 day moving average is $588.68.

About iShares Core S&P 500 ETF

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.