B.O.S.S. Retirement Advisors LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 20.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,531 shares of the company’s stock after selling 1,140 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.9% of B.O.S.S. Retirement Advisors LLC’s holdings, making the stock its 26th biggest holding. B.O.S.S. Retirement Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,960,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Anchor Investment Management LLC raised its stake in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after buying an additional 15 shares in the last quarter. West Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after buying an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after buying an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA IVV opened at $754.76 on Tuesday. The business’s 50 day moving average is $742.39 and its two-hundred day moving average is $704.67. iShares Core S&P 500 ETF has a 1-year low of $620.85 and a 1-year high of $764.00. The stock has a market capitalization of $895.86 billion, a P/E 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.
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