Portside Wealth Group LLC Reduces Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Portside Wealth Group LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,286 shares of the company’s stock after selling 115 shares during the period. Portside Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $4,203,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Ironwood Wealth Management LLC. grew its position in iShares Core S&P 500 ETF by 0.6% during the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after buying an additional 574 shares during the period. Fund Evaluation Group LLC grew its position in shares of iShares Core S&P 500 ETF by 5.4% during the 2nd quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after acquiring an additional 59,680 shares during the period. Lavaca Capital LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at about $712,000. C2C Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 1.4% in the 2nd quarter. C2C Wealth Management LLC now owns 12,293 shares of the company’s stock worth $6,727,000 after purchasing an additional 175 shares during the period. Finally, Quest Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 5.7% during the second quarter. Quest Investment Management LLC now owns 743 shares of the company’s stock worth $407,000 after purchasing an additional 40 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $600.26 on Monday. The stock has a market capitalization of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99. The business has a 50 day simple moving average of $598.29 and a 200-day simple moving average of $576.09. iShares Core S&P 500 ETF has a 12 month low of $474.68 and a 12 month high of $612.09.

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.