iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Trimmed by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,015 shares of the company’s stock after selling 935 shares during the period. iShares Core S&P 500 ETF accounts for 3.2% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Cherry Tree Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $12,960,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Partners Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $258,000. Black Diamond Financial LLC grew its stake in shares of iShares Core S&P 500 ETF by 46.5% in the fourth quarter. Black Diamond Financial LLC now owns 8,353 shares of the company’s stock worth $4,917,000 after acquiring an additional 2,653 shares during the last quarter. BCGM Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.8% in the fourth quarter. BCGM Wealth Management LLC now owns 28,248 shares of the company’s stock worth $16,629,000 after acquiring an additional 219 shares during the last quarter. Union Bancaire Privee UBP SA purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth $2,041,000. Finally, World Equity Group Inc. grew its stake in shares of iShares Core S&P 500 ETF by 21.8% in the fourth quarter. World Equity Group Inc. now owns 9,119 shares of the company’s stock worth $5,369,000 after acquiring an additional 1,634 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 1.7 %

NYSEARCA IVV opened at $602.87 on Monday. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The stock has a market cap of $520.22 billion, a P/E ratio of 25.23 and a beta of 0.99. The stock’s fifty day moving average price is $601.14 and its 200-day moving average price is $586.39.

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.