Wealthquest Corp Reduces Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealthquest Corp trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,183 shares of the company’s stock after selling 51 shares during the quarter. Wealthquest Corp’s holdings in iShares Core S&P 500 ETF were worth $1,285,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at $33,000. Cedar Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after purchasing an additional 39 shares during the period. Kennebec Savings Bank bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $40,000. Finally, Brooklyn Investment Group purchased a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth approximately $42,000.

iShares Core S&P 500 ETF Stock Up 0.9 %

Shares of NYSEARCA:IVV opened at $605.70 on Wednesday. iShares Core S&P 500 ETF has a 52 week low of $485.12 and a 52 week high of $612.09. The firm has a 50 day moving average of $598.26 and a 200 day moving average of $576.56. The company has a market capitalization of $522.66 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.