iShares Core S&P 500 ETF $IVV is Monograph Wealth Advisors LLC’s 5th Largest Position

Monograph Wealth Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 54,837 shares of the company’s stock after selling 680 shares during the period. iShares Core S&P 500 ETF accounts for 3.7% of Monograph Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Monograph Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $37,560,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $29,000. GS Investments Inc. lifted its holdings in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after buying an additional 20 shares during the period. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $38,000. Imprint Wealth LLC purchased a new stake in iShares Core S&P 500 ETF during the third quarter worth $39,000. Finally, Dorato Capital Management purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $55,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

Shares of IVV opened at $745.14 on Friday. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00. The stock has a fifty day moving average price of $725.41 and a 200-day moving average price of $698.23. The firm has a market cap of $822.82 billion, a PE ratio of 25.10 and a beta of 1.00.

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.