Welch Group LLC Reduces Holdings in iShares Core S&P 500 ETF $IVV

Welch Group LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,252 shares of the company’s stock after selling 887 shares during the quarter. Welch Group LLC’s holdings in iShares Core S&P 500 ETF were worth $11,923,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $331,591,000. Bison Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares in the last quarter. First Trust Advisors LP lifted its position in iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. lifted its position in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after buying an additional 97 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $730.17 on Monday. The stock’s fifty day moving average is $738.65 and its two-hundred day moving average is $702.56. The firm has a market capitalization of $806.29 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $613.79 and a fifty-two week high of $764.00.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.