iShares Core S&P 500 ETF $IVV Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 49.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 290,483 shares of the company’s stock after selling 282,486 shares during the quarter. iShares Core S&P 500 ETF makes up about 4.4% of Kovitz Investment Group Partners LLC’s holdings, making the stock its 4th largest holding. Kovitz Investment Group Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $198,964,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in IVV. Capstone Wealth Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $5,290,000. Talisman Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.8% in the fourth quarter. Talisman Wealth Advisors LLC now owns 2,529 shares of the company’s stock worth $1,733,000 after buying an additional 44 shares during the period. BFI Wealth Solutions LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $483,000. Van Diest Capital LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $1,815,000. Finally, Compound Planning Inc. raised its position in iShares Core S&P 500 ETF by 3.1% during the fourth quarter. Compound Planning Inc. now owns 139,219 shares of the company’s stock valued at $95,357,000 after buying an additional 4,214 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.0%

NYSEARCA:IVV opened at $750.11 on Friday. The business’s fifty day moving average price is $732.59 and its 200 day moving average price is $700.32. The firm has a market capitalization of $828.31 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00.

iShares Core S&P 500 ETF Company 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.