iShares Core S&P 500 ETF $IVV Shares Sold by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,949 shares of the company’s stock after selling 910 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 0.8% of EverSource Wealth Advisors LLC’s portfolio, making the stock its 26th biggest position. EverSource Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $21,883,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Legacy Private Trust Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its stake in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the period. Belpointe Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after acquiring an additional 1,700 shares during the period. Finally, Atria Investments Inc lifted its stake in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after acquiring an additional 30,777 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $749.14 on Friday. iShares Core S&P 500 ETF has a one year low of $578.31 and a one year high of $753.02. The stock has a market capitalization of $827.24 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a fifty day moving average of $697.42 and a 200-day moving average of $690.27.

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.