Mogy Joel R Investment Counsel Inc. Trims Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Mogy Joel R Investment Counsel Inc. reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,034 shares of the company’s stock after selling 75 shares during the quarter. Mogy Joel R Investment Counsel Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,404,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Syntegra Private Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 9.7% during the third quarter. Syntegra Private Wealth Group LLC now owns 759 shares of the company’s stock worth $326,000 after buying an additional 67 shares during the period. Sparta 24 Ltd. lifted its position in iShares Core S&P 500 ETF by 120.7% during the third quarter. Sparta 24 Ltd. now owns 52,454 shares of the company’s stock worth $22,525,000 after buying an additional 28,686 shares during the period. SS&H Financial Advisors Inc. purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $314,000. White Lighthouse Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 6.9% during the third quarter. White Lighthouse Investment Management Inc. now owns 1,918 shares of the company’s stock worth $824,000 after buying an additional 123 shares during the period. Finally, Iron Horse Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 28.3% during the third quarter. Iron Horse Wealth Management LLC now owns 1,065 shares of the company’s stock worth $457,000 after buying an additional 235 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded up $4.95 during trading hours on Friday, hitting $510.77. 4,026,864 shares of the company’s stock were exchanged, compared to its average volume of 5,844,797. The firm has a market capitalization of $437.53 billion, a P/E ratio of 25.43 and a beta of 0.99. The business’s 50 day moving average is $514.07 and its 200-day moving average is $481.35. iShares Core S&P 500 ETF has a 12-month low of $405.54 and a 12-month 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.