Waterford Advisors LLC Decreases Stock Holdings in iShares Core S&P 500 ETF $IVV

Waterford Advisors LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 89,097 shares of the company’s stock after selling 2,346 shares during the period. iShares Core S&P 500 ETF accounts for 23.8% of Waterford Advisors LLC’s portfolio, making the stock its largest position. Waterford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $61,026,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of IVV. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $29,000. GS Investments Inc. increased its stake in shares of iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after buying an additional 20 shares during the period. Palouse Capital Management Inc. bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $38,000. Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $39,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $44,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.0%

Shares of IVV opened at $750.11 on Friday. The stock’s fifty day simple moving average is $732.59 and its 200-day simple moving average is $700.32. The firm has a market capitalization of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

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. 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.