iShares Core S&P 500 ETF $IVV is Fi3 FINANCIAL ADVISORS LLC’s Largest Position

Fi3 FINANCIAL ADVISORS LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,627 shares of the company’s stock after selling 1,545 shares during the quarter. iShares Core S&P 500 ETF comprises 14.2% of Fi3 FINANCIAL ADVISORS LLC’s portfolio, making the stock its largest holding. Fi3 FINANCIAL ADVISORS LLC’s holdings in iShares Core S&P 500 ETF were worth $46,321,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Americana Partners LLC boosted its stake in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after buying an additional 1,187 shares in the last quarter. Legacy Private Trust Co. boosted its stake in iShares Core S&P 500 ETF by 1.1% in 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 in the last quarter. Coyle Financial Counsel LLC boosted 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 worth $71,723,000 after buying an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC boosted its stake in 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 worth $27,172,000 after buying an additional 792 shares in the last quarter. Finally, Belpointe Asset Management LLC boosted its stake in 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 worth $27,239,000 after buying an additional 1,700 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $744.79 on Thursday. The firm has a market cap of $822.43 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day simple moving average of $694.70 and a two-hundred day simple moving average of $689.42. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02.

iShares Core S&P 500 ETF Company 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.