Adaptive Financial Consulting LLC Purchases 1,649 Shares of iShares Core S&P 500 ETF $IVV

by · The Markets Daily

Adaptive Financial Consulting LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 3.8% during the 1st quarter, HoldingsChannel reports. The fund owned 45,029 shares of the ETF’s stock after buying an additional 1,649 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 11.3% of Adaptive Financial Consulting LLC’s investment portfolio, making the stock its 3rd biggest holding. Adaptive Financial Consulting LLC’s holdings in iShares Core S&P 500 ETF were worth $29,414,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $26,000. Decker Retirement Planning Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $29,000. GS Investments Inc. boosted its position 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 ETF’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at about $39,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.5%

NYSEARCA:IVV opened at $754.42 on Friday. iShares Core S&P 500 ETF has a 12-month low of $622.31 and a 12-month high of $764.00. The firm has a market capitalization of $889.61 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $748.19 and a 200 day moving average price of $709.01.

iShares Core S&P 500 ETF Profile

(Free Report)

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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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).