iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Trimmed by Liberty Wealth Management LLC

Liberty Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,813 shares of the company’s stock after selling 11,922 shares during the period. iShares Core S&P 500 ETF makes up about 5.9% of Liberty Wealth Management LLC’s holdings, making the stock its biggest position. Liberty Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $35,189,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Daiwa Securities Group Inc. boosted its position in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares in the last quarter. Strategent Financial LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth $416,000. ORG Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 9.0% during the 4th quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after purchasing an additional 2,289 shares in the last quarter. Finally, Meadow Creek Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 5.7% during the 4th quarter. Meadow Creek Wealth Advisors LLC now owns 19,820 shares of the company’s stock worth $11,668,000 after purchasing an additional 1,070 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.9 %

NYSEARCA:IVV opened at $558.64 on Wednesday. The company has a market capitalization of $555.65 billion, a PE ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22. The stock has a fifty day simple moving average of $597.89 and a 200-day simple moving average of $589.10.

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.