Liberty Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 94.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 71,735 shares of the company’s stock after selling 1,293,480 shares during the period. iShares Core S&P 500 ETF accounts for approximately 7.0% of Liberty Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Liberty Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $41,377,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of the company. Proffitt & Goodson Inc. raised its stake in shares of iShares Core S&P 500 ETF by 21.2% during the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after buying an additional 18 shares during the last quarter. TruWealth Advisors LLC increased its position in iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after acquiring an additional 18 shares during the last quarter. Global Trust Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 5.3% in the second quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock valued at $207,000 after acquiring an additional 19 shares in the last quarter. Finally, Indiana Trust & Investment Management Co boosted its stake in shares of iShares Core S&P 500 ETF by 0.5% during the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after acquiring an additional 19 shares during the last quarter.
iShares Core S&P 500 ETF Trading Up 0.4 %
NYSEARCA:IVV opened at $601.13 on Friday. iShares Core S&P 500 ETF has a 12-month low of $435.37 and a 12-month high of $602.56. The firm has a market cap of $518.72 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50-day moving average is $574.26 and its two-hundred day moving average is $552.49.
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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