iShares Core S&P 500 ETF $IVV Shares Purchased by Goepper Burkhardt LLC

Goepper Burkhardt LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.1% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,796 shares of the ETF’s stock after purchasing an additional 2,153 shares during the quarter. iShares Core S&P 500 ETF comprises about 5.6% of Goepper Burkhardt LLC’s portfolio, making the stock its 4th biggest holding. Goepper Burkhardt LLC’s holdings in iShares Core S&P 500 ETF were worth $16,850,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVV. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P 500 ETF by 1.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock valued at $23,176,806,000 after buying an additional 409,816 shares in the last quarter. Marshall Wace LLP raised its position in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after acquiring an additional 4,928,585 shares in the last quarter. Creative Planning raised its position in iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares in the last quarter. Bank of America Corp DE lifted its stake in iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after acquiring an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after acquiring an additional 13,946,081 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $751.95 on Wednesday. The company has a market cap of $887.04 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average of $748.56 and a 200-day moving average of $710.27. iShares Core S&P 500 ETF has a one year low of $622.31 and a one year high of $764.00.

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. 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.