Kapstone Financial Advisors LLC Increases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kapstone Financial Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,627 shares of the company’s stock after acquiring an additional 1,575 shares during the period. iShares Core S&P 500 ETF makes up 14.0% of Kapstone Financial Advisors LLC’s holdings, making the stock its largest position. Kapstone Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $17,959,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Eukles Asset Management increased its position in shares of iShares Core S&P 500 ETF by 126.9% during the 4th quarter. Eukles Asset Management now owns 59 shares of the company’s stock valued at $28,000 after purchasing an additional 33 shares during the period. Horizon Bancorp Inc. IN acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at $40,000. Harel Insurance Investments & Financial Services Ltd. acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $41,000. Evolution Advisers Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth $48,000. Finally, Annis Gardner Whiting Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $62,000.

iShares Core S&P 500 ETF Trading Up 1.0 %

Shares of NYSEARCA IVV traded up $4.95 during mid-day trading on Friday, reaching $510.77. The company had a trading volume of 4,026,864 shares, compared to its average volume of 5,844,797. The stock has a market cap of $437.53 billion, a PE ratio of 25.43 and a beta of 0.99. The company has a 50-day moving average price of $514.07 and a two-hundred day moving average price of $481.66. iShares Core S&P 500 ETF has a 1-year low of $405.54 and a 1-year high of $527.16.

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.