Lyell Wealth Management LP Has $2.60 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lyell Wealth Management LP trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,443 shares of the company’s stock after selling 498 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares Core S&P 500 ETF were worth $2,600,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Arvest Investments Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $21,775,000. Stewardship Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 33.2% in the fourth quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock worth $40,154,000 after purchasing an additional 20,951 shares during the period. Colonial River Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $2,596,000. Kathleen S. Wright Associates Inc. grew its holdings in iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock worth $2,251,000 after purchasing an additional 207 shares during the period. Finally, Csenge Advisory Group grew its holdings in iShares Core S&P 500 ETF by 7.3% in the third quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock worth $20,679,000 after purchasing an additional 3,256 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock traded down $0.20 during trading hours on Wednesday, reaching $507.97. The company’s stock had a trading volume of 4,407,363 shares, compared to its average volume of 5,894,753. iShares Core S&P 500 ETF has a one year low of $405.54 and a one year high of $527.16. The company has a market capitalization of $435.13 billion, a P/E ratio of 25.43 and a beta of 0.99. The stock’s fifty day simple moving average is $513.86 and its two-hundred day simple moving average is $480.64.

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.