CDM Financial Counseling Services Inc. Purchases New Shares in iShares Core S&P 500 ETF $IVV

CDM Financial Counseling Services Inc. purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 2,989 shares of the company’s stock, valued at approximately $2,047,000. iShares Core S&P 500 ETF accounts for about 1.9% of CDM Financial Counseling Services Inc.’s investment portfolio, making the stock its 13th largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. TD Private Client Wealth LLC raised its position in iShares Core S&P 500 ETF by 4.6% in the 4th quarter. TD Private Client Wealth LLC now owns 65,485 shares of the company’s stock valued at $44,853,000 after purchasing an additional 2,870 shares during the last quarter. Evensky & Katz LLC raised its position in iShares Core S&P 500 ETF by 3.4% in the 4th quarter. Evensky & Katz LLC now owns 6,357 shares of the company’s stock valued at $4,354,000 after purchasing an additional 212 shares during the last quarter. Aegis Wealth Management Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $1,379,000. Tucker Asset Management LLC raised its position in iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Tucker Asset Management LLC now owns 1,534 shares of the company’s stock valued at $1,051,000 after purchasing an additional 43 shares during the last quarter. Finally, High Note Wealth LLC raised its position in iShares Core S&P 500 ETF by 2.3% in the 4th quarter. High Note Wealth LLC now owns 81,668 shares of the company’s stock valued at $55,938,000 after purchasing an additional 1,822 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $742.45 on Monday. The business has a 50 day simple moving average of $691.05 and a 200-day simple moving average of $688.30. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $753.02. The stock has a market capitalization of $819.85 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.