Copperleaf Capital LLC Trims Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Copperleaf Capital LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,952 shares of the company’s stock after selling 4,044 shares during the period. iShares Core S&P 500 ETF accounts for 7.1% of Copperleaf Capital LLC’s investment portfolio, making the stock its 2nd largest holding. Copperleaf Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $11,157,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. JPMorgan Chase & Co. grew its position in shares of iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after buying an additional 2,187,803 shares during the period. International Assets Investment Management LLC grew its position in shares of iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after buying an additional 10,232,214 shares during the period. Nisa Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $5,813,061,000. Wealth Enhancement Advisory Services LLC grew its position in shares of iShares Core S&P 500 ETF by 1.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after buying an additional 89,032 shares during the period. Finally, Asset Management One Co. Ltd. grew its position in shares of iShares Core S&P 500 ETF by 0.5% during the 4th quarter. Asset Management One Co. Ltd. now owns 3,204,448 shares of the company’s stock worth $1,914,754,000 after buying an additional 14,571 shares during the period.

iShares Core S&P 500 ETF Stock Up 0.0 %

Shares of IVV stock opened at $612.68 on Monday. The company has a market cap of $528.68 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 $495.94 and a 52 week high of $613.93. The firm has a 50 day moving average of $600.72 and a 200-day moving average of $583.29.

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.