iShares Core S&P 500 ETF $IVV Stock Holdings Cut by Evernest Financial Advisors LLC

Evernest Financial Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,933 shares of the company’s stock after selling 5,048 shares during the quarter. iShares Core S&P 500 ETF comprises about 3.3% of Evernest Financial Advisors LLC’s investment portfolio, making the stock its 9th largest position. Evernest Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $15,289,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Financial Network Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 2.5% during the fourth quarter. Financial Network Wealth Advisors LLC now owns 1,864 shares of the company’s stock valued at $1,277,000 after purchasing an additional 45 shares in the last quarter. Focus Partners Wealth raised its stake in iShares Core S&P 500 ETF by 26.0% during the fourth quarter. Focus Partners Wealth now owns 2,096,127 shares of the company’s stock valued at $1,435,647,000 after purchasing an additional 432,244 shares in the last quarter. Fort Point Capital Partners LLC raised its stake in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Fort Point Capital Partners LLC now owns 25,381 shares of the company’s stock valued at $17,648,000 after purchasing an additional 1,097 shares in the last quarter. Garrison Point Advisors LLC increased its position in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Garrison Point Advisors LLC now owns 16,375 shares of the company’s stock valued at $11,216,000 after acquiring an additional 468 shares during the last quarter. Finally, Generations Wealth LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $1,997,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $745.14 on Monday. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The stock has a market capitalization of $822.82 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s fifty day simple moving average is $725.41 and its two-hundred day simple moving average is $698.42.

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.