iShares Core S&P 500 ETF $IVV Shares Sold by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 74.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,512 shares of the company’s stock after selling 12,978 shares during the period. Capital Advisors Ltd. LLC’s holdings in iShares Core S&P 500 ETF were worth $2,947,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Legacy Private Trust Co. grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the last quarter. Hubbell Strickland Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the last quarter. Belpointe Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the last quarter. Atria Investments Inc raised its stake in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the last quarter. Finally, M&T Bank Corp lifted its position in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock worth $896,587,000 after acquiring an additional 10,723 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 1.4%

Shares of IVV stock opened at $737.14 on Wednesday. The business’s 50 day moving average is $736.39 and its two-hundred day moving average is $701.58. iShares Core S&P 500 ETF has a twelve month low of $606.31 and a twelve month high of $764.00. The company has a market capitalization of $813.99 billion, a P/E ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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. 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.