Ashford Advisors LLC Lowers Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ashford Advisors LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 428,453 shares of the company’s stock after selling 5,974 shares during the period. iShares Core S&P 500 ETF accounts for approximately 58.3% of Ashford Advisors LLC’s portfolio, making the stock its largest holding. Ashford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $252,222,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IVV. JPMorgan Chase & Co. lifted its stake in shares of iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after buying an additional 2,187,803 shares in the last quarter. International Assets Investment Management LLC grew its stake in iShares Core S&P 500 ETF by 67,668.9% in the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after buying an additional 10,232,214 shares in the last quarter. Nisa Investment Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $5,813,061,000. Wealth Enhancement Advisory Services LLC lifted its position in shares of 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, Alberta Investment Management Corp boosted its holdings in shares of iShares Core S&P 500 ETF by 121.2% in the fourth quarter. Alberta Investment Management Corp now owns 5,660,361 shares of the company’s stock worth $3,332,141,000 after acquiring an additional 3,101,389 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $602.87 on Friday. The business’s fifty day moving average is $601.14 and its 200 day moving average is $585.52. The firm has a market cap of $520.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.