Bar Harbor Wealth Management Sells 4,474 Shares of iShares Core S&P 500 ETF $IVV

Bar Harbor Wealth Management lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.3% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 99,631 shares of the company’s stock after selling 4,474 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.8% of Bar Harbor Wealth Management’s portfolio, making the stock its 3rd biggest holding. Bar Harbor Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $65,080,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVV. Anchor Investment Management LLC raised its position in iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the last quarter. Wealth Effects LLC grew its position in 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 purchasing an additional 15 shares in the last quarter. West Wealth Group LLC increased its stake in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after buying an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management increased its stake in iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after buying an additional 15 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.1%

iShares Core S&P 500 ETF stock opened at $736.66 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $608.45 and a 52 week high of $764.00. The company’s 50 day moving average price is $737.34 and its two-hundred day moving average price is $701.92. The stock has a market cap of $813.46 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.