iShares Core S&P 500 ETF $IVV Shares Sold by Nova R Wealth Inc.

Nova R Wealth Inc. cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,177 shares of the company’s stock after selling 3,002 shares during the quarter. iShares Core S&P 500 ETF comprises about 9.3% of Nova R Wealth Inc.’s portfolio, making the stock its 2nd biggest holding. Nova R Wealth Inc.’s holdings in iShares Core S&P 500 ETF were worth $25,464,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sky Investment Group LLC increased its position in iShares Core S&P 500 ETF by 11.6% during the 4th quarter. Sky Investment Group LLC now owns 1,490 shares of the company’s stock worth $1,020,000 after buying an additional 155 shares during the period. Redhawk Wealth Advisors Inc. boosted its position in shares of iShares Core S&P 500 ETF by 14.3% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 10,470 shares of the company’s stock valued at $7,171,000 after acquiring an additional 1,310 shares during the period. Baron Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 310.1% in the fourth quarter. Baron Wealth Management LLC now owns 1,419 shares of the company’s stock valued at $972,000 after acquiring an additional 1,073 shares during the period. Barnes Dennig Private Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 17.7% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 4,512 shares of the company’s stock valued at $3,091,000 after acquiring an additional 680 shares in the last quarter. Finally, Lineweaver Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.6% in the fourth quarter. Lineweaver Wealth Advisors LLC now owns 98,653 shares of the company’s stock valued at $67,572,000 after acquiring an additional 1,526 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $636.99 on Monday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm’s 50-day simple moving average is $682.25 and its 200 day simple moving average is $680.05. The firm has a market cap of $700.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.