Callan Capital LLC Increases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Callan Capital LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,415 shares of the company’s stock after buying an additional 217 shares during the quarter. Callan Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $4,497,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Arvest Investments Inc. purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $21,775,000. Stewardship Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 33.2% in the fourth quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock worth $40,154,000 after purchasing an additional 20,951 shares during the period. Colonial River Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $2,596,000. Kathleen S. Wright Associates Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock worth $2,251,000 after buying an additional 207 shares in the last quarter. Finally, Csenge Advisory Group lifted its stake in shares of iShares Core S&P 500 ETF by 7.3% in the third quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock worth $20,679,000 after buying an additional 3,256 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $510.77 on Friday. The firm’s 50 day moving average price is $514.07 and its 200-day moving average price is $481.35. The company has a market cap of $437.53 billion, a PE ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $405.54 and a 52-week high of $527.16.

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.