Nwam LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 30,634 shares of the ETF’s stock after selling 1,143 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.2% of Nwam LLC’s investment portfolio, making the stock its 13th largest position. Nwam LLC’s holdings in iShares Core S&P 500 ETF were worth $22,941,000 as of its most recent filing with the SEC.
Other large investors also recently added to or reduced their stakes in the company. Atria Investments Inc grew its stake in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after buying an additional 30,777 shares during the period. M&T Bank Corp raised its position in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after buying an additional 10,723 shares during the period. FDx Advisors Inc. lifted its holdings in iShares Core S&P 500 ETF by 40.7% in the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after acquiring an additional 4,051 shares during the last quarter. Cornerstone Planning Group LLC lifted its holdings in iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after acquiring an additional 6,417 shares during the last quarter. Finally, Wealthquest Corp acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $2,058,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Stock Down 0.3%
NYSEARCA:IVV opened at $770.74 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The stock’s fifty day moving average is $757.80 and its two-hundred day moving average is $724.92. The company has a market capitalization of $895.25 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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