Shorepath Capital Management LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.3% in the fourth quarter, HoldingsChannel reports. The fund owned 8,137 shares of the company’s stock after selling 104 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.4% of Shorepath Capital Management LLC’s portfolio, making the stock its 16th largest position. Shorepath Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,790,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Compass Ion Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares during the period. Bluesphere Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the period. Mark Sheptoff Financial Planning LLC grew its holdings in shares of iShares Core S&P 500 ETF by 63.7% during the 2nd quarter. Mark Sheptoff Financial Planning LLC now owns 928 shares of the company’s stock worth $508,000 after purchasing an additional 361 shares during the period. Sompo Asset Management Co. Ltd. grew its holdings in shares of iShares Core S&P 500 ETF by 102.4% during the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock worth $1,967,000 after purchasing an additional 1,819 shares during the period. Finally, Daiwa Securities Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares during the period.
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA:IVV opened at $584.99 on Wednesday. The stock has a market capitalization of $504.79 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $472.11 and a 1 year high of $612.09. The stock has a 50-day simple moving average of $598.35 and a 200-day simple moving average of $575.28.
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.
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