North Star Investment Management Corp. trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,824 shares of the company’s stock after selling 710 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 0.8% of North Star Investment Management Corp.’s portfolio, making the stock its 19th biggest position. North Star Investment Management Corp.’s holdings in iShares Core S&P 500 ETF were worth $13,602,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Anchor Investment Management LLC boosted its holdings in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after buying an additional 15 shares in the last quarter. Wealth Effects LLC grew its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after buying an additional 15 shares during the period. West Wealth Group LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after buying an additional 15 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management increased its holdings in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares in the last quarter. Finally, Gratus Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after acquiring an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $748.89 on Wednesday. The firm has a market capitalization of $826.96 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50 day simple moving average is $740.15 and its 200-day simple moving average is $703.37. iShares Core S&P 500 ETF has a 12 month low of $618.48 and a 12 month high of $764.00.
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.
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