KMG Fiduciary Partners LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 104,354 shares of the company’s stock after selling 2,179 shares during the period. iShares Core S&P 500 ETF makes up approximately 5.1% of KMG Fiduciary Partners LLC’s holdings, making the stock its 2nd largest position. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $61,431,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in IVV. Balboa Wealth Partners lifted its stake in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares in the last quarter. TruWealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Indiana Trust & Investment Management Co lifted its stake in iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock worth $2,033,000 after purchasing an additional 19 shares in the last quarter.
iShares Core S&P 500 ETF Stock Up 0.9 %
Shares of IVV stock opened at $600.26 on Friday. The stock has a market cap of $517.96 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $474.68 and a 52 week high of $612.09. The company’s fifty day simple moving average is $598.31 and its two-hundred day simple moving average is $575.56.
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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