Nelson Capital Management LLC Purchases 113 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Nelson Capital Management LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 12,710 shares of the company’s stock after acquiring an additional 113 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.2% of Nelson Capital Management LLC’s holdings, making the stock its 19th biggest holding. Nelson Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,482,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. EQ LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.8% in the fourth quarter. EQ LLC now owns 39,998 shares of the company’s stock worth $23,546,000 after purchasing an additional 726 shares during the last quarter. Advisor OS LLC lifted its holdings in iShares Core S&P 500 ETF by 19.2% in the 4th quarter. Advisor OS LLC now owns 3,517 shares of the company’s stock worth $2,070,000 after buying an additional 566 shares during the period. Johnson Financial Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 27.4% during the fourth quarter. Johnson Financial Group LLC now owns 1,968 shares of the company’s stock valued at $1,159,000 after buying an additional 423 shares during the period. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $56,000. Finally, Daner Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $5,193,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $597.08 on Wednesday. The company’s 50-day moving average is $600.78 and its 200 day moving average is $587.29. The stock has a market capitalization of $593.89 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22.

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.