Copperleaf Capital LLC Has $9.70 Million Position in iShares Core S&P 500 ETF $IVV

Copperleaf Capital LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,622 shares of the company’s stock after acquiring an additional 180 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 4.9% of Copperleaf Capital LLC’s holdings, making the stock its 3rd largest position. Copperleaf Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $9,700,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at $28,000. Nvwm LLC raised its position in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares during the last quarter. Cheviot Value Management LLC bought a new position in iShares Core S&P 500 ETF during the 1st quarter valued at about $52,000. Hager Investment Management Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at about $61,000. Finally, Rice Partnership LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after acquiring an additional 92 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.8%

IVV opened at $663.45 on Wednesday. The stock has a market capitalization of $696.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day moving average price of $672.17 and a 200-day moving average price of $637.38. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $693.07.

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.