Captrust Financial Advisors Increases Stock Position in iShares Large Cap Moderate Buffer ETF (NYSEARCA:IVVM)

Captrust Financial Advisors raised its stake in shares of iShares Large Cap Moderate Buffer ETF (NYSEARCA:IVVM) by 28.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 86,643 shares of the company’s stock after acquiring an additional 19,193 shares during the period. Captrust Financial Advisors owned approximately 0.06% of iShares Large Cap Moderate Buffer ETF worth $2,657,000 as of its most recent SEC filing.

Separately, Strategic Blueprint LLC raised its position in iShares Large Cap Moderate Buffer ETF by 36.1% in the fourth quarter. Strategic Blueprint LLC now owns 29,753 shares of the company’s stock valued at $912,000 after purchasing an additional 7,897 shares during the period.

iShares Large Cap Moderate Buffer ETF Stock Up 0.0%

NYSEARCA:IVVM opened at $30.89 on Monday. iShares Large Cap Moderate Buffer ETF has a 52 week low of $27.58 and a 52 week high of $31.70. The stock’s fifty day moving average is $30.07 and its two-hundred day moving average is $30.76. The stock has a market capitalization of $87.73 million, a price-to-earnings ratio of 24.56 and a beta of 0.48.

iShares Large Cap Moderate Buffer ETF Company Profile

The iShares Large Cap Moderate Buffer ETF (IVVM) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to participate in the price movement of US large-cap stocks, up to a cap, while applying a 5% buffer against losses, over each calendar quarter. The actively managed fund holds a bundle of iShares Core S&P 500 ETF flex options.