GoalVest Advisory LLC Lowers Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

GoalVest Advisory LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 605 shares of the company’s stock after selling 63 shares during the period. GoalVest Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $318,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. TruWealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.4% during the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after purchasing an additional 21 shares during the last quarter. Great Waters Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 1.7% during the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after purchasing an additional 22 shares during the last quarter. TriaGen Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after purchasing an additional 22 shares during the last quarter. Arista Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after purchasing an additional 22 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock traded up $2.07 during trading hours on Tuesday, hitting $547.68. 4,810,678 shares of the company’s stock were exchanged, compared to its average volume of 5,364,886. The stock’s 50-day moving average is $527.04 and its 200-day moving average is $508.34. The stock has a market cap of $472.59 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 $411.02 and a 52 week high of $551.29.

About iShares Core S&P 500 ETF

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.