Charter Oak Capital Management LLC Has $302.48 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Charter Oak Capital Management LLC decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 513,822 shares of the company’s stock after selling 4,299 shares during the period. iShares Core S&P 500 ETF comprises 28.2% of Charter Oak Capital Management LLC’s portfolio, making the stock its largest holding. Charter Oak Capital Management LLC owned about 0.06% of iShares Core S&P 500 ETF worth $302,477,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Ironwood Wealth Management LLC. boosted its holdings in shares of iShares Core S&P 500 ETF by 0.6% in the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock worth $56,497,000 after buying an additional 574 shares during the last quarter. Heritage Wealth Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth $508,000. Alternative Investment Advisors LLC. bought a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $64,397,000. Global Wealth Strategies & Associates increased its stake in shares of iShares Core S&P 500 ETF by 157.1% in the 3rd quarter. Global Wealth Strategies & Associates now owns 910 shares of the company’s stock worth $525,000 after purchasing an additional 556 shares in the last quarter. Finally, First Financial Bank Trust Division raised its holdings in iShares Core S&P 500 ETF by 3.4% in the 3rd quarter. First Financial Bank Trust Division now owns 63,953 shares of the company’s stock worth $36,889,000 after purchasing an additional 2,122 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $607.94 on Friday. The business’s fifty day moving average is $600.08 and its 200 day moving average is $578.77. The company has a market capitalization of $524.59 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $613.79.

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.