Transform Wealth LLC Reduces Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Transform Wealth LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 51.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,936 shares of the company’s stock after selling 13,575 shares during the quarter. Transform Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $6,801,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Eukles Asset Management lifted its holdings in shares of iShares Core S&P 500 ETF by 126.9% in the 4th quarter. Eukles Asset Management now owns 59 shares of the company’s stock worth $28,000 after buying an additional 33 shares during the period. Burkett Financial Services LLC bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth $31,000. Thompson Investment Management Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 1st quarter worth $37,000. Ables Iannone Moore & Associates Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth $44,000. Finally, Evolution Advisers Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth $48,000.

iShares Core S&P 500 ETF Trading Up 0.2 %

Shares of IVV traded up $0.83 during trading hours on Thursday, hitting $549.35. The company had a trading volume of 6,365,838 shares, compared to its average volume of 5,412,682. The company has a market capitalization of $474.03 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $551.29. The company’s fifty day moving average price is $527.95 and its two-hundred day moving average price is $508.62.

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.