TD Private Client Wealth LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 59,813 shares of the company’s stock after selling 1,411 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.0% of TD Private Client Wealth LLC’s investment portfolio, making the stock its 22nd largest holding. TD Private Client Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $35,211,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of IVV. Sandbox Financial Partners LLC lifted its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares during the period. Dodds Wealth LLC lifted its holdings 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 buying an additional 18 shares during the period. Everhart Financial Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock valued at $3,047,000 after buying an additional 18 shares during the period. Global Strategic Investment Solutions LLC boosted its stake in shares of iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock worth $3,086,000 after buying an additional 18 shares during the last quarter. Finally, Park Edge Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 3.2% during the fourth quarter. Park Edge Advisors LLC now owns 604 shares of the company’s stock worth $356,000 after acquiring an additional 19 shares during the period.
iShares Core S&P 500 ETF Trading Down 0.2 %
Shares of NYSEARCA:IVV opened at $566.74 on Friday. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22. The business has a 50 day moving average of $593.94 and a two-hundred day moving average of $588.76. The company has a market capitalization of $545.77 billion, a PE ratio of 24.98 and a beta of 1.01.
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.
Featured Articles
- Five stocks we like better than iShares Core S&P 500 ETF
- What Percentage Gainers Tell Investors and Why They Don’t Tell the Whole Story
- Everything About Amazon Stock Signals a Buy—Time to Load Up?
- How to Profit From Value Investing
- 5 Reasons Five Below’s Stock Price Is Heading Higher This Year
- Dividend Capture Strategy: What You Need to Know
- Broadcom: Why the Chip Stock Remains a Top Long-Term AI Play
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.