Retirement Capital Strategies Sells 642 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Retirement Capital Strategies trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 42.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 870 shares of the company’s stock after selling 642 shares during the period. Retirement Capital Strategies’ holdings in iShares Core S&P 500 ETF were worth $512,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Balboa Wealth Partners increased its position 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 purchasing an additional 17 shares during the last quarter. Hassell Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.6% during the third 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 period. Sandbox Financial Partners LLC grew its position in iShares Core S&P 500 ETF by 1.1% during the fourth 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. Dodds Wealth LLC increased its holdings in iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after buying an additional 18 shares during the last quarter. Finally, Everhart Financial Group Inc. raised its position in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $563.44 on Tuesday. The company has a market cap of $560.43 billion, a price-to-earnings ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22. The firm has a fifty day moving average price of $598.50 and a 200-day moving average price of $589.14.

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.