Jacobi Capital Management LLC Has $7.08 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Jacobi Capital Management LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 12,596 shares of the company’s stock after selling 953 shares during the quarter. iShares Core S&P 500 ETF comprises 0.5% of Jacobi Capital Management LLC’s holdings, making the stock its 27th biggest position. Jacobi Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,078,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of IVV. Flaharty Asset Management LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at approximately $28,000. Windsor Advisory Group LLC grew its position in shares of iShares Core S&P 500 ETF by 100.0% in the 4th quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock valued at $29,000 after purchasing an additional 25 shares during the period. Lord & Richards Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF during the 1st quarter worth approximately $31,000. Marquette Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 51.9% during the 1st quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after acquiring an additional 27 shares during the last quarter. Finally, Putney Financial Group LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $47,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.3%

NYSEARCA:IVV opened at $655.49 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $657.82. The business has a 50 day moving average price of $639.00 and a two-hundred day moving average price of $596.44. The company has a market cap of $660.28 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.