Chandler Asset Management Inc. Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Chandler Asset Management Inc. trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 157,657 shares of the company’s stock after selling 8,925 shares during the period. iShares Core S&P 500 ETF makes up approximately 17.7% of Chandler Asset Management Inc.’s portfolio, making the stock its 2nd biggest position. Chandler Asset Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $92,809,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Balboa Wealth Partners raised its position in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the last quarter. TruWealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after acquiring an additional 18 shares during the period. Lewis Asset Management LLC grew its stake 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 period. Hassell Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the third 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 last quarter. Finally, Sandbox Financial Partners LLC lifted its position in iShares Core S&P 500 ETF by 1.1% during the fourth 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 during the period.

iShares Core S&P 500 ETF Trading Down 0.9 %

Shares of IVV stock opened at $603.80 on Friday. The stock has a market capitalization of $521.02 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm’s 50 day moving average is $600.71 and its 200 day moving average is $580.54. iShares Core S&P 500 ETF has a 12-month low of $493.07 and a 12-month high of $613.79.

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.