Kozak & Associates Inc. Increases Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kozak & Associates Inc. boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 44.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 350 shares of the company’s stock after buying an additional 107 shares during the quarter. Kozak & Associates Inc.’s holdings in iShares Core S&P 500 ETF were worth $208,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Modus Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth about $33,000. Cedar Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares in the last quarter. Kennebec Savings Bank purchased a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $40,000. Finally, Brooklyn Investment Group purchased a new position in iShares Core S&P 500 ETF in the third quarter worth about $42,000.

iShares Core S&P 500 ETF Trading Up 0.6 %

Shares of NYSEARCA IVV traded up $3.33 during trading hours on Monday, hitting $597.94. 2,171,343 shares of the company traded hands, compared to its average volume of 5,792,984. iShares Core S&P 500 ETF has a 12 month low of $470.55 and a 12 month high of $612.09. The company’s 50 day moving average price is $596.77 and its 200 day moving average price is $573.22. The stock has a market capitalization of $515.96 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.