Wilkins Miller Wealth Management LLC Lowers Stake in iShares Core S&P 500 ETF $IVV

Wilkins Miller Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,222 shares of the company’s stock after selling 674 shares during the quarter. iShares Core S&P 500 ETF accounts for about 4.4% of Wilkins Miller Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Wilkins Miller Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,330,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Keenan LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $26,000. Decker Retirement Planning Inc. bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $29,000. GS Investments Inc. grew its position in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares during the period. Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $38,000. Finally, Imprint Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $39,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $744.19 on Tuesday. The stock has a market cap of $821.77 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average is $739.44 and its 200 day moving average is $702.97. iShares Core S&P 500 ETF has a one year low of $617.99 and a one year high of $764.00.

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.