iShares Core S&P 500 ETF $IVV Shares Sold by Newton One Investments LLC

Newton One Investments LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 76,492 shares of the company’s stock after selling 2,208 shares during the period. iShares Core S&P 500 ETF makes up 15.5% of Newton One Investments LLC’s investment portfolio, making the stock its 2nd largest holding. Newton One Investments LLC’s holdings in iShares Core S&P 500 ETF were worth $52,392,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $39,000. Dorato Capital Management acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $55,000. Maryland Capital Advisors Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 681.8% in the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after purchasing an additional 75 shares during the period. Winnow Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $61,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $68,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.0%

NYSEARCA:IVV opened at $689.54 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $510.83 and a twelve month high of $700.97. The company has a market capitalization of $755.49 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $676.07 and a two-hundred day moving average price of $680.21.

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.