Ballentine Partners LLC Has $219.09 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ballentine Partners LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 372,164 shares of the company’s stock after selling 3,330 shares during the period. iShares Core S&P 500 ETF accounts for 3.8% of Ballentine Partners LLC’s holdings, making the stock its 4th biggest holding. Ballentine Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $219,085,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Modus Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $32,000. Ulland Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $33,000. Cedar Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the period. Finally, Kennebec Savings Bank bought a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $40,000.

iShares Core S&P 500 ETF Stock Up 0.6 %

Shares of NYSEARCA:IVV opened at $609.30 on Thursday. The firm has a 50 day moving average of $598.38 and a 200 day moving average of $576.90. The company has a market capitalization of $525.76 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $485.19 and a 52 week high of $612.09.

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.