iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Kozak & Associates Inc.

Kozak & Associates Inc. lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 36.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 222 shares of the company’s stock after selling 128 shares during the period. Kozak & Associates Inc.’s holdings in iShares Core S&P 500 ETF were worth $120,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Family Management Corp raised its holdings in shares of iShares Core S&P 500 ETF by 6.4% in the 4th quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after buying an additional 266 shares during the period. M Holdings Securities Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $35,343,000. Michels Family Financial LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $3,885,000. Dunhill Financial LLC raised its holdings in shares of iShares Core S&P 500 ETF by 107.7% in the 4th quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock valued at $461,000 after buying an additional 406 shares during the period. Finally, Successful Portfolios LLC raised its holdings in shares of iShares Core S&P 500 ETF by 3.8% in the 1st quarter. Successful Portfolios LLC now owns 10,227 shares of the company’s stock valued at $5,747,000 after buying an additional 370 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $606.03 on Wednesday. The stock’s 50-day moving average is $563.97 and its two-hundred day moving average is $583.06. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $616.22. The company has a market cap of $595.03 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01.

iShares Core S&P 500 ETF 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.