Ashford Advisors LLC Sells 5,369 Shares of iShares Core S&P 500 ETF $IVV

Ashford Advisors LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 360,435 shares of the ETF’s stock after selling 5,369 shares during the period. iShares Core S&P 500 ETF comprises 54.8% of Ashford Advisors LLC’s investment portfolio, making the stock its biggest position. Ashford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $235,440,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Wealth Effects LLC increased its position in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock valued at $2,929,000 after buying an additional 15 shares in the last quarter. West Wealth Group LLC grew its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management grew its position in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. Gratus Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after purchasing an additional 15 shares in the last quarter. Finally, Bridgewealth Advisory Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 4.6% during the 4th quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $754.42 on Friday. iShares Core S&P 500 ETF has a 1 year low of $622.31 and a 1 year high of $764.00. The business has a 50 day moving average price of $748.19 and a 200 day moving average price of $709.01. The company has a market capitalization of $889.61 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.