Nwam LLC Decreases Position in iShares Core S&P 500 ETF $IVV

Nwam LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 23.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 31,777 shares of the company’s stock after selling 9,865 shares during the quarter. iShares Core S&P 500 ETF comprises 1.2% of Nwam LLC’s portfolio, making the stock its 14th largest position. Nwam LLC’s holdings in iShares Core S&P 500 ETF were worth $20,757,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of IVV. Legacy Private Trust Co. boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares during the last quarter. Belpointe Asset Management LLC increased its stake in shares of 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 during the last quarter. Hubbell Strickland Wealth Management LLC raised its holdings 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 valued at $27,172,000 after acquiring an additional 792 shares in the last quarter. Atria Investments Inc raised its holdings in iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares in the last quarter. Finally, M&T Bank Corp boosted its stake in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after acquiring an additional 10,723 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $755.12 on Wednesday. The company has a market capitalization of $890.44 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $621.05 and a 12 month high of $764.00. The company’s fifty day moving average price is $747.38 and its two-hundred day moving average price is $708.12.

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. 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.