American Trust Reduces Holdings in iShares Core S&P 500 ETF $IVV

American Trust decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,836 shares of the company’s stock after selling 1,747 shares during the period. American Trust’s holdings in iShares Core S&P 500 ETF were worth $6,052,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in IVV. Legacy Private Trust Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing 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 third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing 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 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 period. Belpointe Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 4.5% in 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 period. Finally, Atria Investments Inc raised its position 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 acquiring an additional 30,777 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.2%

Shares of IVV opened at $742.61 on Thursday. The stock has a market cap of $820.03 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $730.83 and a two-hundred day moving average of $699.87. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

iShares Core S&P 500 ETF 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.