Affiance Financial LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,402 shares of the company’s stock after selling 344 shares during the period. iShares Core S&P 500 ETF comprises 1.3% of Affiance Financial LLC’s portfolio, making the stock its 13th largest holding. Affiance Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $5,535,000 as of its most recent SEC filing.
A number of other hedge funds have also made changes to their positions in the stock. Compass Ion Advisors LLC boosted its position in iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after buying an additional 1,405 shares during the last quarter. Daiwa Securities Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after buying an additional 95,234 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 23.3% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after buying an additional 67,472 shares in the last quarter. Finally, Trinity Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 5.0% in the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after buying an additional 83 shares during the last quarter.
iShares Core S&P 500 ETF Stock Down 1.4 %
NYSEARCA IVV opened at $602.37 on Tuesday. The stock has a market capitalization of $519.79 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 $613.79. The company has a 50 day moving average price of $599.34 and a two-hundred day moving average price of $577.97.
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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