Charter Oak Capital Management LLC Has $292.77 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Charter Oak Capital Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 521,033 shares of the company’s stock after purchasing an additional 7,211 shares during the period. iShares Core S&P 500 ETF comprises approximately 26.9% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its biggest position. Charter Oak Capital Management LLC owned 0.05% of iShares Core S&P 500 ETF worth $292,768,000 at the end of the most recent quarter.

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

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $602.00 on Friday. The firm has a market cap of $591.07 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $616.22. The firm has a fifty day moving average price of $561.94 and a two-hundred day moving average price of $582.97.

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.