Twele Capital Management Inc. lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 94,147 shares of the company’s stock after selling 4,621 shares during the period. iShares Core S&P 500 ETF accounts for about 11.7% of Twele Capital Management Inc.’s portfolio, making the stock its biggest position. Twele Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $55,423,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Balboa Wealth Partners grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the last quarter. TruWealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares during the period. Lewis Asset Management LLC grew its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after acquiring an additional 18 shares during the last quarter. Hassell Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the period. Finally, Indiana Trust & Investment Management Co raised its stake in shares of iShares Core S&P 500 ETF by 0.5% during the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after acquiring an additional 19 shares during the last quarter.
iShares Core S&P 500 ETF Stock Down 0.2 %
Shares of iShares Core S&P 500 ETF stock opened at $594.62 on Friday. The stock has a market cap of $513.10 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $472.11 and a twelve month high of $612.09. The company’s fifty day moving average is $598.38 and its 200 day moving average is $575.43.
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.
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