Private Wealth Partners LLC Sells 2,627 Shares of iShares Core S&P 500 ETF $IVV

Private Wealth Partners LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 30.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,881 shares of the company’s stock after selling 2,627 shares during the period. Private Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $4,028,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. PFG Advisors increased its position in iShares Core S&P 500 ETF by 15.9% in the 4th quarter. PFG Advisors now owns 27,391 shares of the company’s stock valued at $18,761,000 after buying an additional 3,748 shares in the last quarter. Legacy Advisors LLC increased its position in iShares Core S&P 500 ETF by 54.9% in the 4th quarter. Legacy Advisors LLC now owns 59,494 shares of the company’s stock valued at $40,750,000 after buying an additional 21,082 shares in the last quarter. Able Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 16.5% in the 4th quarter. Able Wealth Management LLC now owns 12,934 shares of the company’s stock valued at $8,859,000 after buying an additional 1,830 shares in the last quarter. Stone Summit Wealth LLC increased its position in iShares Core S&P 500 ETF by 0.6% in the 4th quarter. Stone Summit Wealth LLC now owns 11,491 shares of the company’s stock valued at $7,871,000 after buying an additional 69 shares in the last quarter. Finally, Richards Merrill & Peterson Inc. increased its position in iShares Core S&P 500 ETF by 10.9% in the 4th quarter. Richards Merrill & Peterson Inc. now owns 541 shares of the company’s stock valued at $371,000 after buying an additional 53 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $714.56 on Thursday. iShares Core S&P 500 ETF has a one year low of $536.37 and a one year high of $715.66. The firm has a market capitalization of $784.87 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 $678.26 and a 200 day simple moving average of $681.99.

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.