iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Lifted by Fernwood Investment Management LLC

Fernwood Investment Management LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,487 shares of the company’s stock after acquiring an additional 2,082 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 3.0% of Fernwood Investment Management LLC’s holdings, making the stock its 4th biggest holding. Fernwood Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $11,696,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Eukles Asset Management increased its stake in shares of iShares Core S&P 500 ETF by 126.9% in the fourth quarter. Eukles Asset Management now owns 59 shares of the company’s stock worth $28,000 after buying an additional 33 shares during the period. Horizon Bancorp Inc. IN purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $40,000. Harel Insurance Investments & Financial Services Ltd. purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $41,000. Evolution Advisers Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth $48,000. Finally, Annis Gardner Whiting Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $62,000.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock traded up $1.81 during mid-day trading on Monday, reaching $512.58. 3,102,384 shares of the company traded hands, compared to its average volume of 5,811,344. The firm’s 50 day moving average price is $514.07 and its 200 day moving average price is $481.96. The firm has a market capitalization of $439.08 billion, a price-to-earnings 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.

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.