iShares Core S&P 500 ETF $IVV Shares Sold by McKinley Carter Wealth Services Inc.

McKinley Carter Wealth Services Inc. lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.3% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 144,978 shares of the company’s stock after selling 22,319 shares during the period. iShares Core S&P 500 ETF makes up about 5.5% of McKinley Carter Wealth Services Inc.’s holdings, making the stock its 2nd largest position. McKinley Carter Wealth Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $99,301,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Nicollet Investment Management Inc. grew its stake in iShares Core S&P 500 ETF by 1.0% in the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the period. Anchor Investment Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after purchasing an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.1%

IVV stock opened at $741.91 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $578.31 and a twelve month high of $753.02. The stock’s 50 day moving average is $692.20 and its 200-day moving average is $688.66. The firm has a market capitalization of $819.25 billion, a PE ratio of 25.10 and a beta of 1.00.

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. 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.