Wealthgarden F.S. LLC Has $4.05 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealthgarden F.S. LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,213 shares of the company’s stock after selling 1,615 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.9% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 2nd largest position. Wealthgarden F.S. LLC’s holdings in iShares Core S&P 500 ETF were worth $4,053,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Family Management Corp boosted its stake in shares of iShares Core S&P 500 ETF by 6.4% in the fourth quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after buying an additional 266 shares during the period. M Holdings Securities Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $35,343,000. Mayfair Advisory Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 0.6% in the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after buying an additional 25 shares during the period. Michels Family Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $3,885,000. Finally, D Orazio & Associates Inc. raised its position in iShares Core S&P 500 ETF by 9.9% during the first quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock valued at $355,000 after purchasing an additional 57 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $626.12 on Wednesday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $630.86. The company has a market cap of $630.25 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $602.32 and a two-hundred day simple moving average of $584.99.

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.