Charles Schwab Trust Co lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,723 shares of the company’s stock after selling 2,736 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.0% of Charles Schwab Trust Co’s investment portfolio, making the stock its 13th largest holding. Charles Schwab Trust Co’s holdings in iShares Core S&P 500 ETF were worth $22,795,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. American Asset Management Inc. grew its position in iShares Core S&P 500 ETF by 4.0% during the 4th quarter. American Asset Management Inc. now owns 1,560 shares of the company’s stock worth $918,000 after purchasing an additional 60 shares during the period. Aspiriant LLC boosted its stake in shares of iShares Core S&P 500 ETF by 21.7% in the fourth quarter. Aspiriant LLC now owns 535,736 shares of the company’s stock worth $315,377,000 after buying an additional 95,605 shares during the last quarter. Pure Financial Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 5.0% during the fourth quarter. Pure Financial Advisors LLC now owns 39,219 shares of the company’s stock worth $23,087,000 after acquiring an additional 1,852 shares during the period. Tudor Financial Inc. grew its holdings in iShares Core S&P 500 ETF by 2.2% during the fourth quarter. Tudor Financial Inc. now owns 7,066 shares of the company’s stock worth $4,160,000 after acquiring an additional 155 shares during the period. Finally, Ulland Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $32,000.
iShares Core S&P 500 ETF Trading Up 0.6 %
iShares Core S&P 500 ETF stock opened at $609.30 on Thursday. The firm has a market cap of $525.76 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $485.19 and a 12 month high of $612.09. The stock’s 50 day simple moving average is $598.38 and its two-hundred day simple moving average is $576.90.
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.
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