Heritage Wealth Management Inc. Texas cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 33.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 500 shares of the company’s stock after selling 250 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.2% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 27th biggest holding. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P 500 ETF were worth $294,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $32,000. Safe Harbor Fiduciary LLC bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at about $33,000. Cedar Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares during the period. Finally, Kennebec Savings Bank acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $40,000.
iShares Core S&P 500 ETF Trading Down 0.3 %
NYSEARCA IVV opened at $610.89 on Friday. The company has a market cap of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company has a 50 day moving average of $599.34 and a 200-day moving average of $577.74. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $613.79.
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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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