Waterford Advisors LLC Lowers Holdings in iShares Core S&P 500 ETF $IVV

Waterford Advisors LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 89,097 shares of the company’s stock after selling 2,346 shares during the period. iShares Core S&P 500 ETF accounts for about 23.8% of Waterford Advisors LLC’s investment portfolio, making the stock its biggest position. Waterford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $61,026,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Nicollet Investment Management Inc. increased its holdings in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC boosted its stake in 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 worth $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC boosted its stake in 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 worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC boosted its stake in 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 worth $987,000 after purchasing an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $750.11 on Friday. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The firm has a market cap of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average of $732.59 and a 200-day moving average of $700.32.

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.