Trademark Financial Management LLC Cuts Stock Holdings in iShares Core S&P 500 ETF $IVV

Trademark Financial Management LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,658 shares of the company’s stock after selling 3,311 shares during the quarter. iShares Core S&P 500 ETF accounts for 12.3% of Trademark Financial Management LLC’s portfolio, making the stock its largest position. Trademark Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $22,369,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in IVV. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares in the last quarter. First Trust Advisors LP lifted its stake in iShares Core S&P 500 ETF by 43.1% in the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after acquiring an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after acquiring an additional 97 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $711.74 on Friday. The stock has a market capitalization of $781.78 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50 day moving average price is $678.81 and its two-hundred day moving average price is $682.20. iShares Core S&P 500 ETF has a 52 week low of $537.97 and a 52 week high of $715.66.

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.