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

Accretive Wealth Partners LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,900 shares of the company’s stock after selling 54 shares during the quarter. Accretive Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $1,119,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Balboa Wealth Partners raised its stake in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the period. Lewis Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares during the period. Hassell Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the period. Sandbox Financial Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares during the period. Finally, Dodds Wealth LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.0 %

Shares of IVV stock opened at $612.68 on Friday. The company’s fifty day simple moving average is $600.72 and its 200-day simple moving average is $583.02. iShares Core S&P 500 ETF has a 52 week low of $495.94 and a 52 week high of $613.93. The company has a market cap of $528.68 billion, a PE ratio of 25.23 and a beta of 0.99.

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.