Fifth Third Wealth Advisors LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 497,598 shares of the company’s stock after selling 9,056 shares during the period. iShares Core S&P 500 ETF accounts for approximately 11.0% of Fifth Third Wealth Advisors LLC’s holdings, making the stock its largest holding. Fifth Third Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $325,036,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently modified their holdings of the company. Anchor Investment Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after buying an additional 15 shares during the last quarter. Wealth Effects LLC raised its position in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after buying an additional 15 shares during the period. West Wealth Group LLC boosted its holdings in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after acquiring an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after acquiring an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $736.50 on Friday. The firm has a market capitalization of $813.28 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average of $738.11 and a two-hundred day moving average of $702.26. iShares Core S&P 500 ETF has a 12 month low of $611.28 and a 12 month high of $764.00.
About iShares Core S&P 500 ETF
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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