Harpswell Capital Advisors LLC Invests $749,000 in iShares Core S&P 500 ETF $IVV

Harpswell Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,119 shares of the company’s stock, valued at approximately $749,000. iShares Core S&P 500 ETF comprises about 0.7% of Harpswell Capital Advisors LLC’s investment portfolio, making the stock its 19th largest position.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IVV. Falcon Wealth Planning lifted its stake in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares in the last quarter. Atwood & Palmer Inc. grew its stake in iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. raised its holdings in iShares Core S&P 500 ETF by 2.7% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares during the last quarter. Balanced Wealth Group LLC raised its holdings in iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after acquiring an additional 15 shares during the last quarter. Finally, Wealth Watch Advisors INC lifted its stake in iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after purchasing an additional 16 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $697.09 on Tuesday. The stock’s 50 day simple moving average is $690.32 and its 200-day simple moving average is $672.00. The stock has a market cap of $766.24 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.