Steph & Co. Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Steph & Co. trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 9,396 shares of the company’s stock after selling 401 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.2% of Steph & Co.’s portfolio, making the stock its 13th largest position. Steph & Co.’s holdings in iShares Core S&P 500 ETF were worth $4,488,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Continuum Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 93.3% during the fourth quarter. Continuum Wealth Advisors LLC now owns 36,062 shares of the company’s stock worth $17,224,000 after acquiring an additional 17,402 shares during the period. Stone House Investment Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 31.4% during the fourth quarter. Stone House Investment Management LLC now owns 126,134 shares of the company’s stock worth $60,245,000 after acquiring an additional 30,176 shares during the period. Archer Investment Corp increased its stake in shares of iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Archer Investment Corp now owns 2,843 shares of the company’s stock worth $1,358,000 after acquiring an additional 125 shares during the period. Telos Capital Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 3.6% during the fourth quarter. Telos Capital Management Inc. now owns 18,747 shares of the company’s stock worth $8,954,000 after acquiring an additional 655 shares during the period. Finally, Sfmg LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Sfmg LLC now owns 248,026 shares of the company’s stock worth $118,465,000 after acquiring an additional 653 shares during the period.

iShares Core S&P 500 ETF Stock Up 0.1 %

Shares of iShares Core S&P 500 ETF stock opened at $503.66 on Thursday. iShares Core S&P 500 ETF has a 52-week low of $405.54 and a 52-week high of $527.16. The company’s 50-day simple moving average is $513.62 and its 200-day simple moving average is $477.98. The firm has a market cap of $431.44 billion, a price-to-earnings ratio of 25.43 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.