Arcadia Investment Advisors LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,336 shares of the company’s stock after selling 263 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.7% of Arcadia Investment Advisors LLC’s portfolio, making the stock its 20th largest holding. Arcadia Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $3,141,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of the stock. Balboa Wealth Partners increased its stake in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the period. TruWealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the period. Hassell Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC boosted its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares during the period.
iShares Core S&P 500 ETF Trading Up 0.7 %
IVV stock opened at $604.69 on Wednesday. The stock has a market capitalization of $521.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s 50-day moving average price is $600.43 and its two-hundred day moving average price is $579.78. iShares Core S&P 500 ETF has a 12-month low of $492.59 and a 12-month high of $613.79.
About iShares Core S&P 500 ETF
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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