Gratus Wealth Advisors LLC Has $2.87 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Gratus Wealth Advisors LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,877 shares of the company’s stock after selling 23 shares during the period. iShares Core S&P 500 ETF accounts for 0.5% of Gratus Wealth Advisors LLC’s portfolio, making the stock its 26th largest position. Gratus Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,871,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. SYM FINANCIAL Corp acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $30,000. Murphy & Mullick Capital Management Corp bought a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $30,000. Modus Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $32,000. Sellwood Investment Partners LLC bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $32,000. Finally, Ulland Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $528.14 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $616.22. The firm has a market capitalization of $543.98 billion, a P/E ratio of 24.79 and a beta of 1.01. The company’s 50 day simple moving average is $569.87 and its 200 day simple moving average is $585.79.

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.