Carret Asset Management LLC Raises Position in iShares Core S&P 500 ETF $IVV

Carret Asset Management LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,441 shares of the company’s stock after buying an additional 158 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,620,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at about $331,591,000. Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the period. Wealth Group Ltd. raised its position in iShares Core S&P 500 ETF by 1.2% in the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after purchasing an additional 2,271 shares during the period. NorthStar Asset Management LLC NJ purchased a new stake in iShares Core S&P 500 ETF in the first quarter valued at approximately $4,503,000. Finally, Bernardo Wealth Planning LLC raised its position in iShares Core S&P 500 ETF by 2.7% in the first quarter. Bernardo Wealth Planning LLC now owns 78,020 shares of the company’s stock valued at $43,839,000 after purchasing an additional 2,059 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.1%

Shares of NYSEARCA IVV opened at $690.71 on Thursday. The firm has a market cap of $724.90 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $693.07. The business’s 50 day moving average is $663.67 and its two-hundred day moving average is $623.47.

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.