Evensky & Katz LLC Cuts Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Evensky & Katz LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,058 shares of the company’s stock after selling 154 shares during the quarter. iShares Core S&P 500 ETF makes up 0.7% of Evensky & Katz LLC’s investment portfolio, making the stock its 22nd largest position. Evensky & Katz LLC’s holdings in iShares Core S&P 500 ETF were worth $10,042,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Ewing Morris & Co. Investment Partners Ltd. acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth approximately $3,042,000. First Manhattan CO. LLC. raised its stake in shares of iShares Core S&P 500 ETF by 17.8% during the fourth quarter. First Manhattan CO. LLC. now owns 4,827 shares of the company’s stock worth $2,841,000 after purchasing an additional 731 shares during the last quarter. Fiduciary Trust Co lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Fiduciary Trust Co now owns 1,564,951 shares of the company’s stock worth $921,255,000 after acquiring an additional 17,607 shares during the period. Family Management Corp lifted its position in iShares Core S&P 500 ETF by 6.4% in the fourth quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after purchasing an additional 266 shares during the period. Finally, Circle Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.2% in the 4th quarter. Circle Wealth Management LLC now owns 682,193 shares of the company’s stock valued at $401,593,000 after buying an additional 27,586 shares during the period.

iShares Core S&P 500 ETF Stock Up 0.6 %

Shares of IVV opened at $567.33 on Friday. The company has a market capitalization of $573.00 billion, a PE ratio of 23.43 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $616.22. The company has a 50-day simple moving average of $552.43 and a 200-day simple moving average of $582.57.

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.