Gradient Capital Advisors LLC Raises Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Gradient Capital Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 43,232 shares of the company’s stock after buying an additional 118 shares during the quarter. iShares Core S&P 500 ETF comprises 9.7% of Gradient Capital Advisors LLC’s investment portfolio, making the stock its largest position. Gradient Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $13,974,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. United Bank raised its stake in shares of iShares Core S&P 500 ETF by 16.8% in the second quarter. United Bank now owns 1,361 shares of the company’s stock worth $401,000 after purchasing an additional 196 shares during the last quarter. Russell Investments Group Ltd. purchased a new position in shares of iShares Core S&P 500 ETF in the second quarter worth $590,000. Keudell Morrison Wealth Management purchased a new position in shares of iShares Core S&P 500 ETF in the second quarter worth $42,408,000. Bernardo Wealth Planning LLC raised its stake in shares of iShares Core S&P 500 ETF by 13.4% in the second quarter. Bernardo Wealth Planning LLC now owns 3,818 shares of the company’s stock worth $1,125,000 after purchasing an additional 452 shares during the last quarter. Finally, Nomura Asset Management Co. Ltd. raised its stake in shares of iShares Core S&P 500 ETF by 122.2% in the second quarter. Nomura Asset Management Co. Ltd. now owns 2,200 shares of the company’s stock worth $648,000 after purchasing an additional 1,210 shares during the last quarter.

IVV stock opened at $329.66 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $261.52 and a 1-year high of $330.49. The business has a fifty day moving average price of $321.18 and a 200-day moving average price of $305.19.

The firm also recently declared a quarterly dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a $2.0391 dividend. The ex-dividend date was Monday, December 16th. This represents a $8.16 annualized dividend and a dividend yield of 2.47%. This is a boost from iShares Core S&P 500 ETF’s previous quarterly dividend of $1.78.

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.

See Also: Float

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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