Marks Group Wealth Management Inc trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,667 shares of the company’s stock after selling 144 shares during the quarter. Marks Group Wealth Management Inc’s holdings in iShares Core S&P 500 ETF were worth $981,000 at the end of the most recent quarter.
Other large investors also recently added to or reduced their stakes in the company. Wealth Group Ltd. lifted its holdings in iShares Core S&P 500 ETF by 1.9% during the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after purchasing an additional 3,630 shares in the last quarter. Creative Planning lifted its holdings in iShares Core S&P 500 ETF by 1.2% during the third quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares in the last quarter. Fulton Breakefield Broenniman LLC lifted its holdings in iShares Core S&P 500 ETF by 2.4% during the third quarter. Fulton Breakefield Broenniman LLC now owns 131,077 shares of the company’s stock valued at $75,608,000 after purchasing an additional 3,103 shares in the last quarter. Kaydan Wealth Management Inc. lifted its holdings in iShares Core S&P 500 ETF by 11.6% during the third quarter. Kaydan Wealth Management Inc. now owns 3,579 shares of the company’s stock valued at $2,064,000 after purchasing an additional 371 shares in the last quarter. Finally, B.O.S.S. Retirement Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 1.2% during the third quarter. B.O.S.S. Retirement Advisors LLC now owns 1,949 shares of the company’s stock valued at $1,124,000 after purchasing an additional 24 shares in the last quarter.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $612.67 on Friday. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $613.79. The company has a market capitalization of $528.67 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm’s 50 day simple moving average is $600.63 and its two-hundred day simple moving average is $582.36.
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.
See Also
- Five stocks we like better than iShares Core S&P 500 ETF
- Roth IRA Calculator: Calculate Your Potential Returns
- Upstart’s Uptrend Is Just Getting Started: Its Time to Load Up
- Russell 2000 Index, How Investors Use it For Profitable Trading
- Archer Aviation Lands BlackRock Investment—What’s Next for ACHR?
- Expert Stock Trading Psychology Tips
- Buffett Buys More Occidental Petroleum—Sticking to His Playbook
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.