Dynamic Advisor Solutions LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 60.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 49,888 shares of the company’s stock after selling 76,821 shares during the period. iShares Core S&P 500 ETF accounts for 1.3% of Dynamic Advisor Solutions LLC’s holdings, making the stock its 11th biggest holding. Dynamic Advisor Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $29,368,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also recently added to or reduced their stakes in the stock. Balboa Wealth Partners grew its stake in 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 buying an additional 17 shares in the last quarter. TruWealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its stake in iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares during the last quarter. Hassell Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC lifted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $610.89 on Monday. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $613.79. The firm has a market cap of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business’s fifty day moving average is $599.34 and its 200-day moving average is $577.87.
iShares Core S&P 500 ETF 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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