iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Wealth Architects LLC

Wealth Architects LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 123,053 shares of the company’s stock after selling 1,428 shares during the period. iShares Core S&P 500 ETF accounts for about 8.2% of Wealth Architects LLC’s portfolio, making the stock its largest holding. Wealth Architects LLC’s holdings in iShares Core S&P 500 ETF were worth $72,439,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in IVV. Daiwa Securities Group Inc. grew its holdings 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 during the period. Fifth Third Wealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 23.3% in the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after buying an additional 67,472 shares during the last quarter. Strategent Financial LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $416,000. ORG Partners LLC boosted its stake in iShares Core S&P 500 ETF by 9.0% during the fourth quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after buying an additional 2,289 shares during the period. Finally, Meadow Creek Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 5.7% during the fourth quarter. Meadow Creek Wealth Advisors LLC now owns 19,820 shares of the company’s stock valued at $11,668,000 after acquiring an additional 1,070 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $565.56 on Monday. The firm has a market cap of $544.63 billion, a P/E ratio of 24.98 and a beta of 1.01. The firm’s 50 day moving average price is $596.10 and its 200-day moving average price is $589.04. iShares Core S&P 500 ETF has a one year low of $496.30 and a one year 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.