Forza Wealth Management LLC Has $1.57 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Forza Wealth Management LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,990 shares of the company’s stock after selling 140 shares during the period. Forza Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,572,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Arvest Investments Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $21,775,000. Stewardship Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 33.2% during the fourth quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after acquiring an additional 20,951 shares during the last quarter. Colonial River Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $2,596,000. Kathleen S. Wright Associates Inc. grew its stake in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock worth $2,251,000 after purchasing an additional 207 shares during the last quarter. Finally, Csenge Advisory Group increased its holdings in iShares Core S&P 500 ETF by 7.3% in the third quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock valued at $20,679,000 after purchasing an additional 3,256 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.4 %

NYSEARCA:IVV traded up $1.81 during trading hours on Monday, hitting $512.58. 3,102,384 shares of the company were exchanged, compared to its average volume of 5,811,344. The stock has a market capitalization of $439.08 billion, a price-to-earnings ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $405.54 and a one year high of $527.16. The company has a fifty day simple moving average of $514.28 and a 200 day simple moving average of $482.51.

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.