Charter Capital Management LLC DE Takes $935,000 Position in iShares Core S&P 500 ETF $IVV

Charter Capital Management LLC DE purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,507 shares of the company’s stock, valued at approximately $935,000. iShares Core S&P 500 ETF comprises approximately 0.5% of Charter Capital Management LLC DE’s holdings, making the stock its 20th biggest position.

Other institutional investors have also made changes to their positions in the company. Flaharty Asset Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at about $28,000. Lord & Richards Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $31,000. Marquette Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 51.9% in the 1st quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after purchasing an additional 27 shares during the last quarter. Cheviot Value Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $52,000. Finally, Inlight Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $60,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $664.26 on Thursday. The business has a 50 day moving average price of $646.47 and a 200 day moving average price of $601.64. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $670.55. The firm has a market cap of $669.11 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.