iShares Core S&P 500 ETF $IVV Holdings Trimmed by Western Wealth Management LLC

Western Wealth Management LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 33,121 shares of the company’s stock after selling 700 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.0% of Western Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. Western Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $22,686,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Allworth Financial LP boosted its stake in iShares Core S&P 500 ETF by 7.4% during the fourth quarter. Allworth Financial LP now owns 131,882 shares of the company’s stock valued at $90,331,000 after buying an additional 9,124 shares in the last quarter. SFE Investment Counsel lifted its holdings in shares of iShares Core S&P 500 ETF by 167.1% during the fourth quarter. SFE Investment Counsel now owns 8,024 shares of the company’s stock valued at $5,496,000 after purchasing an additional 5,020 shares during the last quarter. Landmark Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Landmark Wealth Management LLC now owns 9,682 shares of the company’s stock valued at $6,631,000 after purchasing an additional 116 shares during the last quarter. Sage Financial Management Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 2.4% during the fourth quarter. Sage Financial Management Group Inc. now owns 75,256 shares of the company’s stock valued at $51,546,000 after purchasing an additional 1,775 shares during the last quarter. Finally, HighMark Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the fourth quarter. HighMark Wealth Management LLC now owns 110,309 shares of the company’s stock valued at $75,555,000 after purchasing an additional 1,132 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of NYSEARCA IVV opened at $745.74 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $747.38. The company has a market cap of $823.48 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a fifty day simple moving average of $688.60 and a 200-day simple moving average of $687.42.

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.