Blue Rock Wealth Management LLC Lowers Holdings in iShares Core S&P 500 ETF $IVV

Blue Rock Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 828 shares of the company’s stock after selling 23 shares during the period. Blue Rock Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $465,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IVV. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth $28,000. Windsor Advisory Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 100.0% during the 4th quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock worth $29,000 after purchasing an additional 25 shares in the last quarter. Lord & Richards Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth $31,000. Marquette Asset Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 51.9% during the 1st quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after purchasing an additional 27 shares in the last quarter. Finally, Putney Financial Group LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth $47,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $653.62 on Wednesday. The firm has a market capitalization of $658.39 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $655.44. The company’s fifty day moving average is $638.36 and its two-hundred day moving average is $596.03.

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.