Tred Avon Family Wealth LLC Trims Stock Position in iShares Core S&P 500 ETF $IVV

Tred Avon Family Wealth LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,097 shares of the company’s stock after selling 1,112 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.5% of Tred Avon Family Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Tred Avon Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $10,515,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares during the last quarter. Schonfeld Strategic Advisors LLC grew its stake in iShares Core S&P 500 ETF by 3,927.5% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the company’s stock valued at $5,590,424,000 after buying an additional 7,959,263 shares during the last quarter. Millennium Management LLC raised its holdings in iShares Core S&P 500 ETF by 93.3% in the 4th quarter. Millennium Management LLC now owns 14,494,278 shares of the company’s stock valued at $9,927,711,000 after acquiring an additional 6,995,145 shares during the period. Walleye Capital LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $4,531,611,000. Finally, Marshall Wace LLP lifted its position in iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of NYSEARCA:IVV opened at $748.89 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $618.48 and a 12-month high of $764.00. The stock has a market cap of $826.96 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average of $740.15 and a 200-day moving average of $703.37.

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. 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.