Legacy Financial Group Inc. Lowers Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Legacy Financial Group Inc. decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,289 shares of the company’s stock after selling 102 shares during the period. Legacy Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $724,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $331,591,000. Proficio Capital Partners LLC increased its holdings in iShares Core S&P 500 ETF by 36.3% during the 4th quarter. Proficio Capital Partners LLC now owns 27,450 shares of the company’s stock valued at $16,159,000 after purchasing an additional 7,307 shares during the period. Madison Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $4,180,000. Atala Financial Inc purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $65,000. Finally, Kestra Advisory Services LLC increased its holdings in iShares Core S&P 500 ETF by 11.1% during the 4th quarter. Kestra Advisory Services LLC now owns 677,332 shares of the company’s stock valued at $398,731,000 after purchasing an additional 67,516 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $626.44 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $629.87. The company has a market cap of $630.26 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average is $599.82 and its 200 day moving average is $584.64.

About iShares Core S&P 500 ETF

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.