iShares Core S&P 500 ETF $IVV is Shepherd Financial Partners LLC’s 8th Largest Position

Shepherd Financial Partners LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 44.1% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 45,089 shares of the company’s stock after selling 35,618 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.0% of Shepherd Financial Partners LLC’s investment portfolio, making the stock its 8th largest position. Shepherd Financial Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $27,996,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $331,591,000. Bison Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Patton Albertson Miller Group LLC raised its position in shares of iShares Core S&P 500 ETF by 42.5% during the 1st quarter. Patton Albertson Miller Group LLC now owns 48,517 shares of the company’s stock worth $27,262,000 after purchasing an additional 14,465 shares during the last quarter. Fayez Sarofim & Co lifted its stake in iShares Core S&P 500 ETF by 21.4% in the 1st quarter. Fayez Sarofim & Co now owns 1,514 shares of the company’s stock valued at $851,000 after buying an additional 267 shares in the last quarter. Finally, WBH Advisory Inc. grew its holdings in iShares Core S&P 500 ETF by 5.9% during the 1st quarter. WBH Advisory Inc. now owns 36,379 shares of the company’s stock valued at $20,442,000 after buying an additional 2,028 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $689.11 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07. The company has a market capitalization of $723.22 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a fifty day moving average of $676.16 and a two-hundred day moving average of $645.48.

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.