CapWealth Advisors LLC Sells 85 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

CapWealth Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,403 shares of the company’s stock after selling 85 shares during the period. CapWealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,315,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in IVV. Independence Bank of Kentucky boosted its position in shares of iShares Core S&P 500 ETF by 0.9% during the 1st quarter. Independence Bank of Kentucky now owns 2,134 shares of the company’s stock worth $1,122,000 after purchasing an additional 20 shares during the period. Unionview LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.6% during the first quarter. Unionview LLC now owns 3,293 shares of the company’s stock worth $1,731,000 after buying an additional 20 shares during the period. TruWealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after purchasing an additional 21 shares in the last quarter. Great Waters Wealth Management increased its stake in iShares Core S&P 500 ETF by 1.7% during the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after buying an additional 22 shares during the period. Finally, TriaGen Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after buying an additional 22 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV traded up $1.22 during trading on Wednesday, hitting $560.15. The company’s stock had a trading volume of 423,978 shares, compared to its average volume of 5,277,759. The company has a market capitalization of $483.35 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $560.74. The business has a 50 day moving average price of $536.53 and a two-hundred day moving average price of $513.99.

iShares Core S&P 500 ETF 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.