Shakespeare Wealth Management LLC Sells 97 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Shakespeare Wealth Management LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 1,434 shares of the company’s stock after selling 97 shares during the period. Shakespeare Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $844,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Concentrum Wealth Management bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $203,000. Wellspring Financial Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 24.6% in the fourth quarter. Wellspring Financial Advisors LLC now owns 488,055 shares of the company’s stock valued at $287,308,000 after buying an additional 96,347 shares during the period. Cerity Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 7.8% during the 4th quarter. Cerity Partners LLC now owns 1,987,322 shares of the company’s stock worth $1,169,877,000 after buying an additional 143,771 shares in the last quarter. Ritter Daniher Financial Advisory LLC DE grew its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Ritter Daniher Financial Advisory LLC DE now owns 134,978 shares of the company’s stock worth $79,459,000 after buying an additional 5,797 shares during the period. Finally, Trek Financial LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Trek Financial LLC now owns 48,411 shares of the company’s stock valued at $28,499,000 after acquiring an additional 187 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 6.0 %

Shares of NYSEARCA IVV opened at $507.61 on Monday. The firm has a market cap of $522.84 billion, a PE ratio of 24.79 and a beta of 1.01. The company’s fifty day simple moving average is $585.52 and its 200 day simple moving average is $589.36. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $616.22.

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.