Lifeworks Advisors LLC Sells 2,565 Shares of iShares Core S&P 500 ETF $IVV

Lifeworks Advisors LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,851 shares of the company’s stock after selling 2,565 shares during the period. Lifeworks Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $5,781,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after acquiring an additional 409,816 shares in the last quarter. Marshall Wace LLP raised its holdings in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock worth $22,228,289,000 after acquiring an additional 4,928,585 shares in the last quarter. Creative Planning boosted its position in iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE grew its stake in iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 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 iShares Core S&P 500 ETF stock opened at $758.11 on Monday. iShares Core S&P 500 ETF has a 12-month low of $621.05 and a 12-month high of $764.00. The stock has a market cap of $895.93 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50 day moving average is $746.21 and its 200-day moving average is $707.26.

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.