Zhang Financial LLC Reduces Stock Holdings in iShares Core S&P 500 ETF $IVV

Zhang Financial LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,662 shares of the company’s stock after selling 874 shares during the quarter. Zhang Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $17,577,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC increased its holdings in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares during the last quarter. Belpointe Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the last quarter. Finally, Atria Investments Inc increased its holdings in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.5%

Shares of NYSEARCA IVV opened at $758.17 on Friday. iShares Core S&P 500 ETF has a twelve month low of $586.05 and a twelve month high of $758.72. The company has a market capitalization of $837.21 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $704.17 and a 200-day simple moving average of $692.46.

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. 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.