iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Trimmed by MB Generational Wealth LLC

MB Generational Wealth LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,211 shares of the company’s stock after selling 177 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.5% of MB Generational Wealth LLC’s portfolio, making the stock its 9th biggest holding. MB Generational Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,740,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Independence Bank of Kentucky lifted its position in iShares Core S&P 500 ETF by 0.9% in the 1st quarter. Independence Bank of Kentucky now owns 2,134 shares of the company’s stock valued at $1,122,000 after acquiring an additional 20 shares in the last quarter. Unionview LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.6% in the first quarter. Unionview LLC now owns 3,293 shares of the company’s stock valued at $1,731,000 after purchasing an additional 20 shares in the last quarter. TruWealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.4% during the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after buying an additional 21 shares during the period. Great Waters Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 1.7% during the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after buying an additional 22 shares in the last quarter. Finally, TriaGen Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 3.6% in the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after buying an additional 22 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded down $4.34 during trading on Thursday, hitting $555.69. The stock had a trading volume of 3,419,135 shares, compared to its average volume of 5,189,525. iShares Core S&P 500 ETF has a 12 month low of $411.02 and a 12 month high of $568.24. The company’s 50-day moving average price is $542.45 and its two-hundred day moving average price is $517.32. The company has a market capitalization of $479.50 billion, a PE ratio of 25.23 and a beta of 0.99.

About iShares Core S&P 500 ETF

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.