iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Copperleaf Capital LLC

Copperleaf Capital LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,952 shares of the company’s stock after selling 4,044 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 7.1% of Copperleaf Capital LLC’s investment portfolio, making the stock its 2nd largest position. Copperleaf Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $11,157,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of IVV. SYM FINANCIAL Corp acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth about $30,000. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $32,000. Ulland Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $33,000. Finally, Cedar Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.0 %

NYSEARCA:IVV opened at $612.68 on Monday. The stock has a market cap of $528.68 billion, a P/E ratio of 25.23 and a beta of 0.99. The stock’s 50-day moving average is $600.72 and its 200-day moving average is $583.29. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $613.93.

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.