Breakwater Capital Group Has $13.56 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Breakwater Capital Group raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,134 shares of the company’s stock after buying an additional 2,648 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.4% of Breakwater Capital Group’s investment portfolio, making the stock its 6th biggest position. Breakwater Capital Group’s holdings in iShares Core S&P 500 ETF were worth $13,561,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Mesirow Institutional Investment Management Inc. raised its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Mesirow Institutional Investment Management Inc. now owns 4,551 shares of the company’s stock worth $2,679,000 after purchasing an additional 17 shares during the last quarter. Dodds Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after buying an additional 18 shares during the period. Everhart Financial Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after acquiring an additional 18 shares during the last quarter. Global Strategic Investment Solutions LLC raised its position in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock worth $3,086,000 after acquiring an additional 18 shares during the last quarter. Finally, D L Carlson Investment Group Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 1.6% in the fourth quarter. D L Carlson Investment Group Inc. now owns 1,239 shares of the company’s stock worth $729,000 after acquiring an additional 19 shares during the period.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $598.77 on Thursday. The firm has a market cap of $587.90 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $616.22. The firm has a 50 day moving average price of $560.50 and a two-hundred day moving average price of $582.95.

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.