Barnes Wealth Management Group Inc Sells 920 Shares of iShares Core S&P 500 ETF $IVV

Barnes Wealth Management Group Inc lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% during the first quarter, according to its most recent filing with the SEC. The firm owned 17,889 shares of the company’s stock after selling 920 shares during the period. iShares Core S&P 500 ETF accounts for approximately 6.5% of Barnes Wealth Management Group Inc’s portfolio, making the stock its largest position. Barnes Wealth Management Group Inc’s holdings in iShares Core S&P 500 ETF were worth $10,052,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Bragg Financial Advisors Inc lifted its position in shares of iShares Core S&P 500 ETF by 42.3% in the 1st quarter. Bragg Financial Advisors Inc now owns 3,429 shares of the company’s stock worth $1,927,000 after purchasing an additional 1,019 shares during the period. Norinchukin Bank The lifted its position in shares of iShares Core S&P 500 ETF by 10.5% in the 1st quarter. Norinchukin Bank The now owns 448,980 shares of the company’s stock worth $252,282,000 after purchasing an additional 42,500 shares during the period. Guidance Point Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.2% in the 1st quarter. Guidance Point Advisors LLC now owns 80,536 shares of the company’s stock worth $45,254,000 after purchasing an additional 993 shares during the period. Monashee Investment Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.4% in the 1st quarter. Monashee Investment Management LLC now owns 287,110 shares of the company’s stock worth $161,327,000 after purchasing an additional 6,600 shares during the period. Finally, Summit Financial LLC lifted its position in shares of iShares Core S&P 500 ETF by 16.5% in the 1st quarter. Summit Financial LLC now owns 79,081 shares of the company’s stock worth $44,436,000 after purchasing an additional 11,193 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $638.70 on Friday. The company’s 50 day moving average price is $627.41 and its 200-day moving average price is $592.56. The company has a market capitalization of $643.36 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $649.31.

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.