Copia Wealth Management Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Copia Wealth Management acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,364 shares of the company’s stock, valued at approximately $1,392,000. iShares Core S&P 500 ETF makes up approximately 1.3% of Copia Wealth Management’s holdings, making the stock its 20th largest position.

A number of other large investors have also made changes to their positions in the company. Family Management Corp increased its holdings in iShares Core S&P 500 ETF by 6.4% during the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock worth $2,616,000 after purchasing an additional 266 shares in the last quarter. M Holdings Securities Inc. bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $35,343,000. Dunhill Financial LLC grew its holdings in shares of iShares Core S&P 500 ETF by 107.7% during the fourth quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock worth $461,000 after buying an additional 406 shares in the last quarter. Michels Family Financial LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $3,885,000. Finally, Strategent Financial LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $416,000.

iShares Core S&P 500 ETF Stock Up 2.1%

NYSEARCA:IVV opened at $593.94 on Wednesday. The company has a market cap of $590.52 billion, a P/E ratio of 24.62 and a beta of 1.01. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $616.22. The business has a 50 day moving average price of $557.56 and a two-hundred day moving average price of $582.96.

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.