iShares Core S&P 500 ETF $IVV Shares Sold by Wick Capital Partners LLC

Wick Capital Partners LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,337 shares of the company’s stock after selling 682 shares during the period. iShares Core S&P 500 ETF makes up 4.7% of Wick Capital Partners LLC’s investment portfolio, making the stock its 4th largest holding. Wick Capital Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $26,259,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of IVV. Legacy Private Trust Co. increased its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its stake in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the period. Belpointe Asset Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth 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 period. Finally, Atria Investments Inc boosted its holdings in shares of iShares Core S&P 500 ETF by 14.0% in the fourth 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 period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $750.11 on Friday. The company’s 50 day simple moving average is $734.01 and its 200-day simple moving average is $700.66. The firm has a market cap of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

iShares Core S&P 500 ETF 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.