Wealth Architects LLC cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 123,053 shares of the company’s stock after selling 1,428 shares during the period. iShares Core S&P 500 ETF makes up 8.2% of Wealth Architects LLC’s portfolio, making the stock its largest holding. Wealth Architects LLC’s holdings in iShares Core S&P 500 ETF were worth $72,439,000 at the end of the most recent quarter.
Other hedge funds also recently added to or reduced their stakes in the company. Sandbox Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter. Dodds Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after buying an additional 18 shares in the last quarter. Everhart Financial Group Inc. boosted its position in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after acquiring an additional 18 shares during the last quarter. Global Strategic Investment Solutions LLC grew its stake in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock valued at $3,086,000 after acquiring an additional 18 shares in the last quarter. Finally, Park Edge Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 3.2% in the 4th quarter. Park Edge Advisors LLC now owns 604 shares of the company’s stock valued at $356,000 after acquiring an additional 19 shares during the last quarter.
iShares Core S&P 500 ETF Price Performance
Shares of iShares Core S&P 500 ETF stock opened at $565.56 on Monday. The stock’s 50 day simple moving average is $596.10 and its 200-day simple moving average is $589.04. The stock has a market cap of $544.63 billion, a P/E ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a 1-year low of $496.30 and a 1-year high of $616.22.
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.
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