iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lowered by Granite Bay Wealth Management LLC

Granite Bay Wealth Management LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,615 shares of the company’s stock after selling 539 shares during the period. Granite Bay Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $15,491,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. TruWealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after buying an additional 21 shares during the period. Great Waters Wealth Management grew its stake in iShares Core S&P 500 ETF by 1.7% in the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares during the period. TriaGen Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 3.6% in the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after acquiring an additional 22 shares during the period. UNIVEST FINANCIAL Corp increased its holdings in shares of iShares Core S&P 500 ETF by 3.7% in the third quarter. UNIVEST FINANCIAL Corp now owns 653 shares of the company’s stock worth $280,000 after acquiring an additional 23 shares in the last quarter. Finally, Clarity Wealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Clarity Wealth Advisors LLC now owns 2,719 shares of the company’s stock worth $1,299,000 after purchasing an additional 23 shares during the period.

iShares Core S&P 500 ETF Stock Down 1.4 %

iShares Core S&P 500 ETF stock opened at $513.31 on Monday. The stock has a market capitalization of $397.12 billion, a PE ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16. The company has a 50 day moving average of $513.13 and a 200-day moving average of $476.72.

iShares Core S&P 500 ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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