iShares Core S&P 500 ETF $IVV is Legacy Capital Wealth Partners LLC’s 7th Largest Position

Legacy Capital Wealth Partners LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,259 shares of the company’s stock after selling 904 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.7% of Legacy Capital Wealth Partners LLC’s investment portfolio, making the stock its 7th largest holding. Legacy Capital Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $8,397,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of IVV. Americana Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after buying an additional 1,187 shares during the period. Forza Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares in the last quarter. Legacy Private Trust Co. increased its stake in shares of 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 acquiring an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC increased its stake in shares of 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 acquiring an additional 7,120 shares during the last quarter. Finally, Fonville Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after acquiring an additional 3,224 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 Trading Up 0.1%

IVV opened at $658.96 on Friday. The stock has a market cap of $724.33 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The stock has a fifty day moving average price of $679.25 and a 200 day moving average price of $679.52.

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.