Fiduciary Group LLC Lowers Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fiduciary Group LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,916 shares of the company’s stock after selling 165 shares during the quarter. Fiduciary Group LLC’s holdings in iShares Core S&P 500 ETF were worth $4,258,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. TruWealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after purchasing an additional 21 shares during the period. Great Waters Wealth Management lifted its holdings in shares of iShares Core S&P 500 ETF by 1.7% in the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after buying an additional 22 shares during the period. TriaGen Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 3.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after buying an additional 22 shares in the last quarter. Arista Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after acquiring an additional 22 shares during the period. Finally, Financial Perspectives Inc grew its holdings in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after acquiring an additional 22 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded up $4.95 on Friday, reaching $510.77. The company’s stock had a trading volume of 4,026,864 shares, compared to its average volume of 5,844,797. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16. The firm’s 50 day moving average is $514.07 and its two-hundred day moving average is $481.66. The stock has a market cap of $437.53 billion, a PE ratio of 25.43 and a beta of 0.99.

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.