Mission Wealth Management LP reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,737 shares of the company’s stock after selling 1,878 shares during the period. Mission Wealth Management LP’s holdings in iShares Core S&P 500 ETF were worth $25,163,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Nicollet Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares during the last quarter. Anchor Investment Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the last quarter. Wealth Effects LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares during the last quarter. West Wealth Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
NYSEARCA:IVV opened at $742.45 on Monday. The stock has a market cap of $819.85 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average is $691.05 and its 200-day moving average is $688.30. iShares Core S&P 500 ETF has a 1-year low of $578.31 and a 1-year high of $753.02.
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.
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