4J Wealth Management LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,903 shares of the company’s stock after selling 72 shares during the period. iShares Core S&P 500 ETF comprises approximately 16.2% of 4J Wealth Management LLC’s investment portfolio, making the stock its biggest position. 4J Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $19,958,000 as of its most recent SEC filing.
A number of other large investors have also recently added to or reduced their stakes in the business. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Ulland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $33,000. Cedar Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after acquiring an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $40,000.
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA:IVV opened at $600.68 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $492.59 and a 52 week high of $613.79. The company has a market cap of $518.33 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50 day simple moving average of $600.42 and a 200 day simple moving average of $579.46.
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.
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