iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Lessened by Cassady Schiller Wealth Management LLC

Cassady Schiller Wealth Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 6,314 shares of the company’s stock after selling 220 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.4% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 16th largest position. Cassady Schiller Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,717,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of IVV. SYM FINANCIAL Corp purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $30,000. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Ulland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $33,000. Finally, Advantage Trust Co purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $36,000.

iShares Core S&P 500 ETF Trading Up 2.1 %

Shares of NYSEARCA:IVV opened at $565.56 on Monday. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22. The business has a fifty day simple moving average of $596.10 and a 200 day simple moving average of $589.04. The firm has a market cap of $544.63 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01.

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.