Aveo Capital Partners LLC Has $4.91 Million Stake in iShares S&P 500 Index (IVV)

Aveo Capital Partners LLC grew its holdings in shares of iShares S&P 500 Index (NYSEARCA:IVV) by 10.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 18,261 shares of the company’s stock after acquiring an additional 1,775 shares during the period. iShares S&P 500 Index comprises 1.6% of Aveo Capital Partners LLC’s holdings, making the stock its 11th largest holding. Aveo Capital Partners LLC’s holdings in iShares S&P 500 Index were worth $4,910,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Moller Financial Services raised its stake in iShares S&P 500 Index by 1.0% during the fourth quarter. Moller Financial Services now owns 127,119 shares of the company’s stock worth $34,176,000 after buying an additional 1,241 shares during the last quarter. Hefty Wealth Partners raised its stake in iShares S&P 500 Index by 4.4% during the fourth quarter. Hefty Wealth Partners now owns 10,575 shares of the company’s stock worth $2,843,000 after buying an additional 446 shares during the last quarter. Vista Capital Partners Inc. raised its stake in iShares S&P 500 Index by 16.0% during the fourth quarter. Vista Capital Partners Inc. now owns 2,814 shares of the company’s stock worth $637,000 after buying an additional 389 shares during the last quarter. Creative Planning raised its stake in iShares S&P 500 Index by 9.6% during the fourth quarter. Creative Planning now owns 7,170,505 shares of the company’s stock worth $1,927,791,000 after buying an additional 625,278 shares during the last quarter. Finally, Carroll Financial Associates Inc. raised its stake in iShares S&P 500 Index by 2.5% during the fourth quarter. Carroll Financial Associates Inc. now owns 33,081 shares of the company’s stock worth $8,893,000 after buying an additional 808 shares during the last quarter.

iShares S&P 500 Index (IVV) opened at $271.65 on Thursday. iShares S&P 500 Index has a 52 week low of $233.10 and a 52 week high of $288.69. The firm has a market cap of $149,490.00 and a price-to-earnings ratio of 12.03.

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iShares S&P 500 Index 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.

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

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