Carl P. Sherr & Co. LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Carl P. Sherr & Co. LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,650 shares of the company’s stock after selling 1,053 shares during the quarter. Carl P. Sherr & Co. LLC’s holdings in iShares Core S&P 500 ETF were worth $1,266,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in IVV. TruWealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 2.4% in the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after purchasing an additional 21 shares during the last quarter. Great Waters Wealth Management raised its stake in iShares Core S&P 500 ETF by 1.7% in the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after purchasing an additional 22 shares during the last quarter. TriaGen Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 3.6% in the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after purchasing an additional 22 shares during the last quarter. UNIVEST FINANCIAL Corp raised its stake in iShares Core S&P 500 ETF by 3.7% in the 3rd quarter. UNIVEST FINANCIAL Corp now owns 653 shares of the company’s stock valued at $280,000 after purchasing an additional 23 shares during the last quarter. Finally, Clarity Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Clarity Wealth Advisors LLC now owns 2,719 shares of the company’s stock valued at $1,299,000 after purchasing an additional 23 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV traded up $0.28 during mid-day trading on Wednesday, hitting $506.26. The stock had a trading volume of 2,589,946 shares, compared to its average volume of 5,897,294. The firm’s 50 day moving average is $513.56 and its 200 day moving average is $477.80. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16. The stock has a market capitalization of $433.66 billion, a price-to-earnings ratio of 25.43 and a beta of 0.99.

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.