Cliftonlarsonallen Wealth Advisors LLC Sells 571 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cliftonlarsonallen Wealth Advisors LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 89,690 shares of the company’s stock after selling 571 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.0% of Cliftonlarsonallen Wealth Advisors LLC’s portfolio, making the stock its 26th biggest holding. Cliftonlarsonallen Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $52,799,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Ironwood Wealth Management LLC. grew its holdings in iShares Core S&P 500 ETF by 0.6% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after buying an additional 574 shares in the last quarter. Fund Evaluation Group LLC grew its stake in iShares Core S&P 500 ETF by 5.4% during the second quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after acquiring an additional 59,680 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its holdings in iShares Core S&P 500 ETF by 11.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 4,877 shares of the company’s stock worth $2,669,000 after acquiring an additional 501 shares during the period. Paces Ferry Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 0.5% in the 2nd quarter. Paces Ferry Wealth Advisors LLC now owns 7,532 shares of the company’s stock worth $4,122,000 after purchasing an additional 41 shares in the last quarter. Finally, Middleton & Co. Inc. MA boosted its holdings in iShares Core S&P 500 ETF by 1.3% in the 2nd quarter. Middleton & Co. Inc. MA now owns 51,829 shares of the company’s stock valued at $28,363,000 after purchasing an additional 641 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV opened at $594.62 on Friday. The firm has a market capitalization of $513.10 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $472.11 and a one year high of $612.09. The company has a fifty day moving average price of $598.38 and a 200-day moving average price of $575.43.

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.