One Charles Private Wealth Services LLC Reduces Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

One Charles Private Wealth Services LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 436 shares of the company’s stock after selling 57 shares during the period. One Charles Private Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $257,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in IVV. Daiwa Securities Group Inc. increased its stake in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares in the last quarter. Strategent Financial LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter worth $416,000. ORG Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 9.0% in the fourth quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after acquiring an additional 2,289 shares during the last quarter. Meadow Creek Wealth Advisors LLC lifted its position in shares of 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 acquiring an additional 1,070 shares in the last quarter. Finally, Parkworth Wealth Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $59,000.

iShares Core S&P 500 ETF Trading Down 0.2 %

Shares of IVV stock opened at $566.74 on Friday. The company has a market capitalization of $545.77 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01. The firm has a 50-day moving average price of $593.94 and a 200 day moving average price of $588.76. iShares Core S&P 500 ETF has a twelve month low of $496.30 and a twelve month high of $616.22.

iShares Core S&P 500 ETF Company 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.