iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Cut by Beam Wealth Advisors Inc.

Beam Wealth Advisors Inc. lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,191 shares of the company’s stock after selling 733 shares during the quarter. iShares Core S&P 500 ETF makes up 7.3% of Beam Wealth Advisors Inc.’s holdings, making the stock its 2nd largest position. Beam Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $11,554,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of IVV. TruWealth Advisors LLC grew its stake 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 valued at $433,000 after acquiring an additional 21 shares in the last quarter. Great Waters Wealth Management grew its stake 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 valued at $625,000 after acquiring an additional 22 shares in the last quarter. TriaGen Wealth Management LLC grew its stake in shares of 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 acquiring an additional 22 shares in the last quarter. UNIVEST FINANCIAL Corp grew its stake in shares of iShares Core S&P 500 ETF by 3.7% during the third quarter. UNIVEST FINANCIAL Corp now owns 653 shares of the company’s stock valued at $280,000 after acquiring an additional 23 shares in the last quarter. Finally, Clarity Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Clarity Wealth Advisors LLC now owns 2,719 shares of the company’s stock valued at $1,299,000 after acquiring an additional 23 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.4 %

Shares of iShares Core S&P 500 ETF stock traded down $1.93 during trading hours on Wednesday, hitting $504.05. 4,669,536 shares of the company’s stock traded hands, compared to its average volume of 5,922,525. The stock has a 50 day simple moving average of $513.56 and a 200-day simple moving average of $477.80. The company has a market cap of $431.77 billion, a PE ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16.

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.