Broadview Financial Management LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,700 shares of the company’s stock after selling 1,172 shares during the period. iShares Core S&P 500 ETF accounts for approximately 10.4% of Broadview Financial Management LLC’s investment portfolio, making the stock its 2nd biggest position. Broadview Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $14,540,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in IVV. SYM FINANCIAL Corp bought a new position in iShares Core S&P 500 ETF during the fourth quarter worth $30,000. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Ulland Investment Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF during the third quarter worth $33,000. Finally, Cedar Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the period.
iShares Core S&P 500 ETF Price Performance
IVV stock opened at $602.87 on Friday. The company has a fifty day moving average price of $601.14 and a two-hundred day moving average price of $585.52. iShares Core S&P 500 ETF has a one year low of $496.30 and a one year high of $616.22. The stock has a market cap of $520.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.
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.
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