Winthrop Capital Management LLC Trims Stock Holdings in iShares Core S&P 500 ETF $IVV

Winthrop Capital Management LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,318 shares of the company’s stock after selling 955 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.8% of Winthrop Capital Management LLC’s portfolio, making the stock its 17th largest holding. Winthrop Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,752,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the stock. Nicollet Investment Management Inc. lifted its holdings in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC increased its position in shares of iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after buying an additional 15 shares during the period. Wealth Effects LLC grew its stake in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its stake in iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $763.06 on Wednesday. The firm has a market capitalization of $842.61 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $593.93 and a one year high of $764.00. The company has a fifty day moving average price of $708.13 and a 200-day moving average price of $693.53.

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.