Harbor Advisory Corp MA Trims Stock Holdings in iShares Core S&P 500 ETF $IVV

Harbor Advisory Corp MA cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,218 shares of the company’s stock after selling 2,666 shares during the period. iShares Core S&P 500 ETF comprises 3.4% of Harbor Advisory Corp MA’s holdings, making the stock its 10th largest holding. Harbor Advisory Corp MA’s holdings in iShares Core S&P 500 ETF were worth $11,108,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Goldenstone Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $1,345,000. Global Retirement Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF by 11.1% during the 4th quarter. Global Retirement Partners LLC now owns 162,041 shares of the company’s stock worth $110,989,000 after purchasing an additional 16,199 shares during the period. Financial Synergies Wealth Advisors Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 234,619 shares of the company’s stock worth $160,700,000 after purchasing an additional 1,789 shares during the period. Motco boosted its stake in shares of iShares Core S&P 500 ETF by 11.5% during the 4th quarter. Motco now owns 7,436 shares of the company’s stock worth $5,093,000 after purchasing an additional 764 shares during the period. Finally, Forum Private Client Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 0.6% during the 4th quarter. Forum Private Client Group LLC now owns 17,088 shares of the company’s stock worth $11,705,000 after purchasing an additional 105 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.2%

IVV stock opened at $746.18 on Friday. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $753.02. The company has a 50-day moving average price of $696.02 and a 200 day moving average price of $689.85. The stock has a market cap of $823.97 billion, a PE 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.