iShares Core S&P 500 ETF $IVV is Vision Capital Management Inc.’s Largest Position

Vision Capital Management Inc. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 114,893 shares of the company’s stock after selling 7,716 shares during the period. iShares Core S&P 500 ETF accounts for about 9.5% of Vision Capital Management Inc.’s portfolio, making the stock its largest position. Vision Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $78,695,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Americana Partners LLC grew its stake in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after buying an additional 1,187 shares during the last quarter. Forza Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after buying an additional 1,438 shares during the last quarter. Legacy Private Trust Co. boosted its holdings in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC boosted its holdings in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Finally, Hubbell Strickland Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.7%

IVV opened at $707.23 on Wednesday. iShares Core S&P 500 ETF has a 52-week low of $521.59 and a 52-week high of $715.66. The company has a market cap of $776.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average price is $677.87 and its 200-day moving average price is $681.76.

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. 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.