William Howard & Co Financial Advisors Inc trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 46,595 shares of the company’s stock after selling 1,948 shares during the period. iShares Core S&P 500 ETF accounts for 24.8% of William Howard & Co Financial Advisors Inc’s investment portfolio, making the stock its largest holding. William Howard & Co Financial Advisors Inc’s holdings in iShares Core S&P 500 ETF were worth $27,429,000 at the end of the most recent quarter.
A number of other large investors have also recently added to or reduced their stakes in IVV. Compass Ion Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 27.5% in the 3rd 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 in the last quarter. Bluesphere Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares in the last quarter. Daiwa Securities Group Inc. lifted its holdings in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC lifted its holdings in 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 purchasing an additional 67,472 shares in the last quarter. Finally, Trinity Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after purchasing an additional 83 shares in the last quarter.
iShares Core S&P 500 ETF Trading Up 0.1 %
NYSEARCA:IVV opened at $608.23 on Wednesday. The firm has a market cap of $524.84 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50-day moving average is $600.69 and its two-hundred day moving average is $581.76. iShares Core S&P 500 ETF has a 12-month low of $493.07 and a 12-month 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.
Read More
- Five stocks we like better than iShares Core S&P 500 ETF
- Stock Splits, Do They Really Impact Investors?
- META Stock: Insider Selling Ramps Up—What It Means for Investors
- Roth IRA Calculator: Calculate Your Potential Returns
- 3 Chip Stocks Still Trading 50% Below Their 52-Week Highs
- What is the Australian Securities Exchange (ASX)
- U.S. Steel: Will Trump-Backed Nippon Investment Drive Upside?
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.