Angeles Wealth Management LLC Sells 20 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Angeles Wealth Management LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,833 shares of the company’s stock after selling 20 shares during the quarter. Angeles Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,257,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in IVV. Wealth Group Ltd. grew its holdings in iShares Core S&P 500 ETF by 1.9% during the 3rd quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after acquiring an additional 3,630 shares during the last quarter. Wesbanco Bank Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 3rd quarter. Wesbanco Bank Inc. now owns 26,000 shares of the company’s stock valued at $14,997,000 after purchasing an additional 430 shares during the last quarter. Creative Planning boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares during the last quarter. Iams Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 10.0% in the 3rd quarter. Iams Wealth Management LLC now owns 1,256 shares of the company’s stock valued at $724,000 after purchasing an additional 114 shares during the last quarter. Finally, FinTrust Capital Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. FinTrust Capital Advisors LLC now owns 62,938 shares of the company’s stock valued at $36,304,000 after purchasing an additional 1,573 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $608.23 on Wednesday. The firm’s fifty day moving average is $600.69 and its 200-day moving average is $581.76. iShares Core S&P 500 ETF has a 52 week low of $493.07 and a 52 week high of $613.79. The firm has a market cap of $524.84 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.