JFG Wealth Management LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,356 shares of the company’s stock after selling 465 shares during the quarter. JFG Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,387,000 at the end of the most recent quarter.
Other institutional investors have also recently modified their holdings of the company. Daiwa Securities Group Inc. grew its position in iShares Core S&P 500 ETF by 35.9% during the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after buying an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 23.3% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after purchasing an additional 67,472 shares in the last quarter. Strategent Financial LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth $416,000. ORG Partners LLC boosted its position in iShares Core S&P 500 ETF by 9.0% during the fourth quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after purchasing an additional 2,289 shares in the last quarter. Finally, Meadow Creek Wealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 5.7% in the fourth quarter. Meadow Creek Wealth Advisors LLC now owns 19,820 shares of the company’s stock valued at $11,668,000 after purchasing an additional 1,070 shares during the last quarter.
iShares Core S&P 500 ETF Stock Down 0.5 %
Shares of IVV stock opened at $597.08 on Wednesday. The stock has a market cap of $593.89 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a fifty-two week low of $496.30 and a fifty-two week high of $616.22. The business has a fifty day simple moving average of $600.78 and a 200-day simple moving average of $587.29.
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.
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