Latko Wealth Management Ltd. Cuts Holdings in iShares Core S&P 500 ETF $IVV

Latko Wealth Management Ltd. lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 69,808 shares of the company’s stock after selling 4,476 shares during the quarter. iShares Core S&P 500 ETF accounts for 23.4% of Latko Wealth Management Ltd.’s holdings, making the stock its biggest holding. Latko Wealth Management Ltd.’s holdings in iShares Core S&P 500 ETF were worth $47,814,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $331,591,000. Bison Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares during the last quarter. First Trust Advisors LP lifted its stake in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after purchasing an additional 97 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $758.17 on Friday. The company has a market cap of $837.21 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $586.05 and a 1 year high of $758.72. The firm has a 50-day simple moving average of $704.17 and a two-hundred day simple moving average of $692.46.

iShares Core S&P 500 ETF Company 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.