iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Cascade Financial Partners LLC

Cascade Financial Partners LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,903 shares of the company’s stock after selling 1,462 shares during the quarter. iShares Core S&P 500 ETF makes up 3.8% of Cascade Financial Partners LLC’s investment portfolio, making the stock its 4th largest position. Cascade Financial Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $29,377,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of IVV. Balboa Wealth Partners raised its position 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 acquiring an additional 17 shares during the period. Hassell Wealth Management LLC grew its holdings in shares of 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 worth $400,000 after buying an additional 18 shares in the last quarter. Sandbox Financial Partners LLC grew its holdings in shares of 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 buying an additional 18 shares in the last quarter. Dodds Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after buying an additional 18 shares in the last quarter. Finally, Everhart Financial Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.9 %

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

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.