Topel & Distasi Wealth Management LLC Sells 330 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Topel & Distasi Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,300 shares of the company’s stock after selling 330 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.3% of Topel & Distasi Wealth Management LLC’s investment portfolio, making the stock its 22nd largest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,120,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in shares of iShares Core S&P 500 ETF by 11.7% in the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. International Assets Investment Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 67,668.9% in the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after purchasing an additional 10,232,214 shares in the last quarter. Nisa Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $5,813,061,000. Wealth Enhancement Advisory Services LLC raised its holdings in iShares Core S&P 500 ETF by 1.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after acquiring an additional 89,032 shares in the last quarter. Finally, Asset Management One Co. Ltd. raised its holdings in iShares Core S&P 500 ETF by 0.5% during the fourth quarter. Asset Management One Co. Ltd. now owns 3,204,448 shares of the company’s stock worth $1,914,754,000 after acquiring an additional 14,571 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $612.68 on Tuesday. 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 market capitalization of $528.68 billion, a PE ratio of 25.23 and a beta of 0.99. The business’s 50-day simple moving average is $600.72 and its 200 day simple moving average is $583.50.

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.