Foster Victor Wealth Advisors LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 552 shares of the company’s stock after selling 88 shares during the period. Foster Victor Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $332,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in IVV. Ironwood Wealth Management LLC. raised its position in shares of iShares Core S&P 500 ETF by 0.6% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after purchasing an additional 574 shares during the period. Curbstone Financial Management Corp grew its stake in iShares Core S&P 500 ETF by 1.9% during the third quarter. Curbstone Financial Management Corp now owns 5,262 shares of the company’s stock valued at $3,035,000 after acquiring an additional 100 shares in the last quarter. SG Americas Securities LLC grew its stake in iShares Core S&P 500 ETF by 472.6% during the third quarter. SG Americas Securities LLC now owns 405,773 shares of the company’s stock valued at $234,058,000 after acquiring an additional 334,907 shares in the last quarter. Canandaigua National Bank & Trust Co. purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at $2,994,000. Finally, Wiser Wealth Management Inc grew its stake in iShares Core S&P 500 ETF by 14.2% during the third quarter. Wiser Wealth Management Inc now owns 28,708 shares of the company’s stock valued at $16,560,000 after acquiring an additional 3,577 shares in the last quarter.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $604.66 on Friday. The stock has a market capitalization of $521.76 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company has a fifty day moving average of $600.30 and a 200 day moving average of $578.97. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $613.79.
About iShares Core S&P 500 ETF
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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