Roger Wittlin Investment Advisory LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,556 shares of the company’s stock after selling 9,112 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 13.7% of Roger Wittlin Investment Advisory LLC’s portfolio, making the stock its 2nd biggest position. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $19,559,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Americana Partners LLC boosted its stake in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after buying an additional 1,187 shares in the last quarter. Forza Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after buying an additional 1,438 shares in the last quarter. Legacy Private Trust Co. boosted its stake in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC boosted its stake in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares in the last quarter. Finally, Hubbell Strickland Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after buying an additional 792 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of IVV opened at $661.86 on Tuesday. The firm has a market cap of $729.93 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day simple moving average of $677.90 and a two-hundred day simple moving average of $679.73. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.
iShares Core S&P 500 ETF Company 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
Further Reading
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