iShares Core S&P 500 ETF (NYSEARCA:IVV) is Morling Financial Advisors LLC’s 9th Largest Position

Morling Financial Advisors LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,937 shares of the company’s stock after selling 290 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.8% of Morling Financial Advisors LLC’s portfolio, making the stock its 9th biggest position. Morling Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,746,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Arvest Investments Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $21,775,000. Stewardship Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 33.2% during the fourth quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after acquiring an additional 20,951 shares during the last quarter. Colonial River Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $2,596,000. Kathleen S. Wright Associates Inc. increased its position in shares of iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock valued at $2,251,000 after acquiring an additional 207 shares during the last quarter. Finally, Csenge Advisory Group increased its position in shares of iShares Core S&P 500 ETF by 7.3% during the third quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock valued at $20,679,000 after acquiring an additional 3,256 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 0.0 %

Shares of IVV traded down $0.20 on Wednesday, reaching $507.97. 4,407,363 shares of the company’s stock traded hands, compared to its average volume of 5,894,753. The stock has a market cap of $435.13 billion, a PE ratio of 25.43 and a beta of 0.99. The stock’s 50 day simple moving average is $513.72 and its two-hundred day simple moving average is $480.45. iShares Core S&P 500 ETF has a 52-week low of $405.54 and a 52-week high of $527.16.

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.