Carroll Financial Associates Inc. Purchases 808 Shares of iShares S&P 500 Index (IVV)

Carroll Financial Associates Inc. boosted its position in iShares S&P 500 Index (NYSEARCA:IVV) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,081 shares of the company’s stock after purchasing an additional 808 shares during the quarter. iShares S&P 500 Index makes up approximately 1.0% of Carroll Financial Associates Inc.’s investment portfolio, making the stock its 21st largest holding. Carroll Financial Associates Inc.’s holdings in iShares S&P 500 Index were worth $8,893,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IVV. Baltimore Washington Financial Advisors Inc. purchased a new stake in shares of iShares S&P 500 Index during the fourth quarter worth about $242,000. 440 Investment Group LLC purchased a new stake in shares of iShares S&P 500 Index during the fourth quarter worth about $280,000. F&V Capital Management LLC purchased a new stake in shares of iShares S&P 500 Index during the fourth quarter worth about $323,000. BLB&B Advisors LLC grew its stake in shares of iShares S&P 500 Index by 50.6% during the fourth quarter. BLB&B Advisors LLC now owns 1,577 shares of the company’s stock worth $424,000 after acquiring an additional 530 shares during the last quarter. Finally, CHURCHILL MANAGEMENT Corp grew its stake in shares of iShares S&P 500 Index by 21.3% during the fourth quarter. CHURCHILL MANAGEMENT Corp now owns 2,074 shares of the company’s stock worth $558,000 after acquiring an additional 364 shares during the last quarter.

Shares of iShares S&P 500 Index (NYSEARCA:IVV) traded up $4.05 during midday trading on Friday, reaching $263.67. The company had a trading volume of 3,330,000 shares. The stock has a market capitalization of $147,400.00 and a price-to-earnings ratio of 11.67. iShares S&P 500 Index has a 52-week low of $232.30 and a 52-week high of $288.69.

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About iShares S&P 500 Index

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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