Ashford Advisors LLC Has $252.22 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ashford Advisors LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 428,453 shares of the company’s stock after selling 5,974 shares during the quarter. iShares Core S&P 500 ETF accounts for about 58.3% of Ashford Advisors LLC’s portfolio, making the stock its biggest position. Ashford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $252,222,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. SYM FINANCIAL Corp bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $30,000. Modus Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $33,000. Finally, Cedar Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the period.

iShares Core S&P 500 ETF Trading Down 1.7 %

IVV stock opened at $602.87 on Friday. iShares Core S&P 500 ETF has a 1-year low of $496.30 and a 1-year high of $616.22. The stock has a market cap of $520.22 billion, a P/E ratio of 25.23 and a beta of 0.99. The stock’s fifty day simple moving average is $601.14 and its two-hundred day simple moving average is $585.52.

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.