Opulen Financial Group LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,777 shares of the company’s stock after purchasing an additional 724 shares during the quarter. iShares Core S&P 500 ETF comprises about 3.9% of Opulen Financial Group LLC’s portfolio, making the stock its 4th largest holding. Opulen Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $5,327,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Decker Retirement Planning Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $29,000. GS Investments Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after purchasing an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $38,000. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $39,000. Finally, Dorato Capital Management purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $55,000. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA:IVV opened at $760.05 on Monday. The firm has a market cap of $839.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average price of $706.11 and a 200-day moving average price of $692.99. iShares Core S&P 500 ETF has a 1-year low of $586.05 and a 1-year high of $761.65.
About iShares Core S&P 500 ETF
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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