Guardian Asset Advisors LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.8% in the fourth quarter, Holdings Channel reports. The firm owned 2,602 shares of the company’s stock after selling 415 shares during the period. iShares Core S&P 500 ETF makes up about 1.0% of Guardian Asset Advisors LLC’s investment portfolio, making the stock its 25th biggest position. Guardian Asset Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,531,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of the company. Balboa Wealth Partners lifted its position in iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares in the last quarter. TruWealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares in the last quarter.
iShares Core S&P 500 ETF Trading Up 0.0 %
IVV stock opened at $612.68 on Friday. The firm has a market cap of $528.68 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $495.94 and a 12-month high of $613.93. The stock’s 50 day simple moving average is $600.69 and its 200 day simple moving average is $582.57.
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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