Appleton Partners Inc. MA Reduces Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Appleton Partners Inc. MA lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,933 shares of the company’s stock after selling 177 shares during the quarter. Appleton Partners Inc. MA’s holdings in iShares Core S&P 500 ETF were worth $2,904,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Brewster Financial Planning LLC purchased a new stake in iShares Core S&P 500 ETF during the third quarter worth about $202,000. Wealth Group Ltd. grew its holdings in shares of iShares Core S&P 500 ETF by 1.9% in the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after purchasing an additional 3,630 shares in the last quarter. Montis Financial LLC increased its stake in iShares Core S&P 500 ETF by 3,403.0% during the 3rd quarter. Montis Financial LLC now owns 12,926 shares of the company’s stock worth $7,456,000 after buying an additional 12,557 shares during the period. InTrack Investment Management Inc lifted its holdings in iShares Core S&P 500 ETF by 21.4% during the 3rd quarter. InTrack Investment Management Inc now owns 3,967 shares of the company’s stock worth $2,288,000 after buying an additional 699 shares in the last quarter. Finally, Mechanics Bank Trust Department boosted its position in iShares Core S&P 500 ETF by 4.2% in the 3rd quarter. Mechanics Bank Trust Department now owns 2,585 shares of the company’s stock valued at $1,491,000 after buying an additional 105 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $603.80 on Monday. The business’s 50-day moving average is $600.67 and its two-hundred day moving average is $581.03. The firm has a market capitalization of $521.02 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $493.07 and a 1 year high of $613.79.

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.