LVZ Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 26.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,289 shares of the company’s stock after selling 2,947 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 0.6% of LVZ Inc.’s investment portfolio, making the stock its 15th largest position. LVZ Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,678,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Legacy Private Trust Co. increased its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC increased its position in shares of iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the last quarter. Belpointe Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the last quarter. Finally, M&T Bank Corp increased its position in shares of iShares Core S&P 500 ETF by 0.8% in the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after acquiring an additional 10,723 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
NYSEARCA:IVV opened at $760.05 on Monday. The stock’s 50-day simple moving average is $706.11 and its 200 day simple moving average is $692.99. The company has a market cap of $839.29 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $586.05 and a 52-week high of $761.65.
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. 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.
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