iShares Core S&P 500 ETF $IVV Shares Sold by Private Wealth Partners LLC

Private Wealth Partners LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.2% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,694 shares of the company’s stock after selling 1,187 shares during the quarter. Private Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $3,066,000 as of its most recent SEC filing.

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

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $748.43 on Monday. The firm has a market cap of $888.35 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $620.85 and a 1 year high of $764.00. The firm’s 50 day moving average price is $742.39 and its two-hundred day moving average price is $704.67.

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.