Cassia Capital Partners LLC Has $6.54 Million Position in iShares Core S&P 500 ETF $IVV

Cassia Capital Partners LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 31.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,012 shares of the company’s stock after selling 4,559 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.4% of Cassia Capital Partners LLC’s investment portfolio, making the stock its 10th biggest holding. Cassia Capital Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $6,540,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IVV. Anchor Investment Management LLC raised its holdings in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the period. Wealth Effects LLC lifted its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after buying an additional 15 shares in the last quarter. West Wealth Group LLC grew its stake in iShares Core S&P 500 ETF by 1.1% during the fourth 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 period. Keeler & Nadler Financial Planning & Wealth Management grew its stake in iShares Core S&P 500 ETF by 2.9% during the fourth 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 period. Finally, Gratus Wealth Advisors LLC increased its position in shares of 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 owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $748.43 on Friday. The firm has a fifty day moving average of $742.39 and a 200-day moving average of $704.53. iShares Core S&P 500 ETF has a 52-week low of $620.85 and a 52-week high of $764.00. The firm has a market capitalization of $887.34 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.