Droms Strauss Advisors Inc. MO ADV trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,622 shares of the company’s stock after selling 986 shares during the period. iShares Core S&P 500 ETF comprises about 14.9% of Droms Strauss Advisors Inc. MO ADV’s investment portfolio, making the stock its biggest position. Droms Strauss Advisors Inc. MO ADV’s holdings in iShares Core S&P 500 ETF were worth $56,591,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Legacy Private Trust Co. boosted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th 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 in the last quarter. Coyle Financial Counsel LLC boosted its position in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd 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 in the last quarter. Hubbell Strickland Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.0% during the 4th 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 in the last quarter. Belpointe Asset Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th 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 in the last quarter. Finally, Atria Investments Inc boosted its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
Shares of iShares Core S&P 500 ETF stock opened at $745.14 on Friday. The firm’s 50-day simple moving average is $725.41 and its 200-day simple moving average is $698.23. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The firm has a market cap of $822.82 billion, a P/E ratio of 25.10 and a beta of 1.00.
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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