iShares Core S&P 500 ETF (NYSEARCA:IVV) is Mayflower Financial Advisors LLC’s Largest Position

Mayflower Financial Advisors LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 72,865 shares of the company’s stock after selling 6,649 shares during the period. iShares Core S&P 500 ETF makes up 6.4% of Mayflower Financial Advisors LLC’s portfolio, making the stock its biggest position. Mayflower Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $42,894,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Balboa Wealth Partners lifted its holdings in iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the period. TruWealth Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $607.94 on Friday. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $613.79. The company’s fifty day simple moving average is $600.08 and its 200-day simple moving average is $578.77. The stock has a market capitalization of $524.59 billion, a PE ratio of 25.23 and a beta of 0.99.

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.