iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Catalyst Private Wealth LLC

Catalyst Private Wealth LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,659 shares of the company’s stock after selling 710 shares during the quarter. iShares Core S&P 500 ETF accounts for 7.5% of Catalyst Private Wealth LLC’s investment portfolio, making the stock its 3rd biggest position. Catalyst Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $16,871,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of IVV. Compass Ion Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after acquiring an additional 2,278 shares during the period. Bluesphere Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.8% during the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares in the last quarter. Mark Sheptoff Financial Planning LLC lifted its position in shares of iShares Core S&P 500 ETF by 63.7% during the second quarter. Mark Sheptoff Financial Planning LLC now owns 928 shares of the company’s stock worth $508,000 after purchasing an additional 361 shares in the last quarter. Sompo Asset Management Co. Ltd. boosted its stake in shares of iShares Core S&P 500 ETF by 102.4% in the second quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock valued at $1,967,000 after purchasing an additional 1,819 shares during the period. Finally, Daiwa Securities Group Inc. grew its holdings in iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $584.18 on Tuesday. The company’s fifty day moving average price is $598.24 and its two-hundred day moving average price is $575.02. The firm has a market capitalization of $504.09 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $472.11 and a 12 month high of $612.09.

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.