James J. Burns & Company LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,382 shares of the company’s stock after selling 547 shares during the quarter. iShares Core S&P 500 ETF makes up 1.0% of James J. Burns & Company LLC’s investment portfolio, making the stock its 21st largest holding. James J. Burns & Company LLC’s holdings in iShares Core S&P 500 ETF were worth $5,524,000 at the end of the most recent quarter.
Several other hedge funds have also recently bought and sold shares of IVV. Balboa Wealth Partners lifted its position in iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the last quarter. TruWealth Advisors LLC increased its position in shares of 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 purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its holdings 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 during the last quarter. Hassell Wealth Management LLC boosted 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 during the period. Finally, Sandbox Financial Partners LLC grew its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the last quarter.
iShares Core S&P 500 ETF Stock Up 0.4 %
IVV opened at $609.40 on Friday. The firm has a market cap of $525.85 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $493.07 and a 52 week high of $613.79. The business’s 50 day moving average is $600.55 and its two-hundred day moving average is $580.34.
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.
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