iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Lowered by Birchcreek Wealth Management LLC

Birchcreek Wealth Management LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,154 shares of the company’s stock after selling 225 shares during the period. iShares Core S&P 500 ETF makes up about 0.8% of Birchcreek Wealth Management LLC’s holdings, making the stock its 26th largest position. Birchcreek Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,268,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Balboa Wealth Partners raised its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares in the last quarter. Lewis Asset Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares in the last quarter. Sandbox Financial Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares in the last quarter. Finally, Dodds Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $602.87 on Monday. The company’s 50 day simple moving average is $601.14 and its 200 day simple moving average is $586.39. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The company has a market capitalization of $520.22 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.