WestHill Financial Advisors Inc. lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,185 shares of the company’s stock after selling 467 shares during the quarter. iShares Core S&P 500 ETF comprises 0.8% of WestHill Financial Advisors Inc.’s investment portfolio, making the stock its 17th biggest position. WestHill Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $3,641,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also bought and sold shares of the company. SYM FINANCIAL Corp bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $30,000. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at about $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF in the third quarter valued at about $33,000. Finally, Cedar Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after acquiring an additional 39 shares during the last quarter.
iShares Core S&P 500 ETF Trading Up 0.3 %
IVV stock opened at $614.48 on Wednesday. The firm has a 50-day moving average price of $601.00 and a 200-day moving average price of $584.52. iShares Core S&P 500 ETF has a 12 month low of $495.94 and a 12 month high of $614.48. The stock has a market capitalization of $530.23 billion, a P/E ratio of 25.23 and a beta of 0.99.
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.
Read More
- Five stocks we like better than iShares Core S&P 500 ETF
- CD Calculator: Certificate of Deposit Calculator
- Hims & Hers Earnings Could Be a Game Changer—What to Do Now
- What is the Australian Securities Exchange (ASX)
- DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
- Investing in Travel Stocks Benefits
- Mortgage Market Bottom? Why Rocket Companies Could Be a Buy
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.