Marotta Asset Management Makes New Investment in iShares Core S&P 500 ETF $IVV

Marotta Asset Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 405 shares of the company’s stock, valued at approximately $251,000.

Other institutional investors have also modified their holdings of the company. Flaharty Asset Management LLC acquired a new stake in iShares Core S&P 500 ETF in the first quarter valued at approximately $28,000. Windsor Advisory Group LLC increased its position in shares of iShares Core S&P 500 ETF by 100.0% during the fourth quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock worth $29,000 after purchasing an additional 25 shares in the last quarter. Lord & Richards Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF during the first quarter worth $31,000. Marquette Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 51.9% during the 1st quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock valued at $44,000 after purchasing an additional 27 shares during the last quarter. Finally, Putney Financial Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $47,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $660.72 on Friday. The stock’s fifty day moving average price is $640.31 and its 200 day moving average price is $597.30. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $662.46. The company has a market cap of $665.54 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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