iShares Core S&P 500 ETF $IVV Stake Lowered by Crestmont Private Wealth LLC

Crestmont Private Wealth LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 94,121 shares of the company’s stock after selling 3,473 shares during the quarter. iShares Core S&P 500 ETF makes up about 21.0% of Crestmont Private Wealth LLC’s portfolio, making the stock its biggest position. Crestmont Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $64,467,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Decker Retirement Planning Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $29,000. GS Investments Inc. increased its position in shares of iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after buying an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $38,000. Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at $39,000. Finally, Dorato Capital Management acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth about $55,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.3%

Shares of IVV stock opened at $762.02 on Tuesday. The company has a market capitalization of $841.46 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $587.88 and a twelve month high of $763.93. The business’s 50 day moving average is $708.13 and its two-hundred day moving average is $693.53.

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.