Kagan Cocozza Asset Management Sells 1,616 Shares of iShares Core S&P 500 ETF $IVV

Kagan Cocozza Asset Management lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,135 shares of the company’s stock after selling 1,616 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.6% of Kagan Cocozza Asset Management’s investment portfolio, making the stock its 14th biggest holding. Kagan Cocozza Asset Management’s holdings in iShares Core S&P 500 ETF were worth $2,098,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Flaharty Asset Management LLC bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $28,000. Nvwm LLC boosted its position in iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after acquiring an additional 40 shares in the last quarter. Hager Investment Management Services LLC bought a new stake in iShares Core S&P 500 ETF during the second quarter valued at about $61,000. Rice Partnership LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after buying an additional 92 shares in the last quarter. Finally, Creative Capital Management Investments LLC purchased a new stake in iShares Core S&P 500 ETF during the second quarter valued at approximately $80,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $686.19 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $694.70. The business has a fifty day moving average price of $682.57 and a 200-day moving average price of $658.55. The stock has a market capitalization of $720.16 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.