Wellington Management Group LLP cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 334,327 shares of the ETF’s stock after selling 34,430 shares during the period. Wellington Management Group LLP’s holdings in iShares Core S&P 500 ETF were worth $250,374,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also recently modified their holdings of IVV. Punch & Associates Investment Management Inc. boosted its holdings in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after buying an additional 14 shares during the period. Hidden Cove Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 3.5% during the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after acquiring an additional 14 shares during the period. Gratus Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after acquiring an additional 15 shares during the period. Bridgewealth Advisory Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after acquiring an additional 15 shares in the last quarter. Finally, Wealthgarden F.S. LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock valued at $4,109,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $773.00 on Monday. The firm has a market cap of $897.88 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average price of $757.34 and a 200-day moving average price of $724.38. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09.
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. 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.
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