iShares Core S&P 500 ETF $IVV Stock: Tarbox Family Office Inc. Reduces Holdings

Tarbox Family Office Inc. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 309,392 shares of the ETF’s stock after selling 934 shares during the quarter. iShares Core S&P 500 ETF makes up about 33.3% of Tarbox Family Office Inc.’s portfolio, making the stock its largest position. Tarbox Family Office Inc.’s holdings in iShares Core S&P 500 ETF were worth $236,948,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of the stock. Olistico Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $25,000. Sawyer & Company Inc bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $28,000. Punch & Associates Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Virginia Estate & Retirement Planning Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $32,000. Finally, Allied Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at about $33,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $773.25 on Wednesday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The firm has a market capitalization of $886.61 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 $770.91 and a 200 day simple moving average of $730.71.

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.