iShares Core S&P 500 ETF $IVV Shares Sold by Diversified Trust Co

Diversified Trust Co cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 41,900 shares of the ETF’s stock after selling 2,559 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.7% of Diversified Trust Co’s portfolio, making the stock its 23rd largest holding. Diversified Trust Co’s holdings in iShares Core S&P 500 ETF were worth $32,089,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Olistico Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $25,000. Punch & Associates Investment Management Inc. grew its stake in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares in the last quarter. Sawyer & Company Inc bought a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $28,000. Montgomery Financial Services LLC bought a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. bought a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $32,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $757.65 on Friday. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03. The stock has a market capitalization of $876.87 billion, a PE ratio of 23.48 and a beta of 1.00. The company’s 50 day simple moving average is $767.74 and its two-hundred day simple moving average is $734.91.

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.