Forte Asset Management LLC Lowers Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Forte Asset Management LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,489 shares of the company’s stock after selling 141 shares during the period. iShares Core S&P 500 ETF makes up 3.3% of Forte Asset Management LLC’s investment portfolio, making the stock its 11th largest holding. Forte Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,175,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Ironwood Wealth Management LLC. boosted its stake in iShares Core S&P 500 ETF by 0.6% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock worth $56,497,000 after purchasing an additional 574 shares in the last quarter. Heritage Wealth Management Inc. purchased a new position in iShares Core S&P 500 ETF in the second quarter worth about $508,000. Alternative Investment Advisors LLC. purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $64,397,000. Global Wealth Strategies & Associates increased its position in shares of iShares Core S&P 500 ETF by 157.1% during the third quarter. Global Wealth Strategies & Associates now owns 910 shares of the company’s stock valued at $525,000 after acquiring an additional 556 shares in the last quarter. Finally, First Financial Bank Trust Division raised its holdings in iShares Core S&P 500 ETF by 3.4% in the 3rd quarter. First Financial Bank Trust Division now owns 63,953 shares of the company’s stock worth $36,889,000 after acquiring an additional 2,122 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.5 %

Shares of IVV opened at $607.94 on Friday. The company has a market cap of $524.59 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business’s fifty day simple moving average is $600.08 and its two-hundred day simple moving average is $578.77. iShares Core S&P 500 ETF has a 12 month low of $485.19 and a 12 month high of $613.79.

iShares Core S&P 500 ETF Company 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.