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IShares S&P 500 ETF (NYSEARCA:IVV) Is Trail Ridge Investment Advisors LLC's Largest Position

Financial News Live ·  Oct 22, 2022 22:12

Trail Ridge Investment Advisors LLC reduced its position in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,410 shares of the company's stock after selling 1,174 shares during the period. iShares S&P 500 ETF accounts for about 6.3% of Trail Ridge Investment Advisors LLC's portfolio, making the stock its largest holding. Trail Ridge Investment Advisors LLC's holdings in iShares S&P 500 ETF were worth $9,255,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Capital City Trust Co. FL increased its position in shares of iShares S&P 500 ETF by 6.4% during the first quarter. Capital City Trust Co. FL now owns 1,527 shares of the company's stock worth $693,000 after acquiring an additional 92 shares during the period. Signature Wealth Management Partners LLC grew its holdings in shares of iShares S&P 500 ETF by 1.5% during the second quarter. Signature Wealth Management Partners LLC now owns 3,449 shares of the company's stock worth $1,307,000 after purchasing an additional 51 shares during the last quarter. Altium Wealth Management LLC boosted its stake in shares of iShares S&P 500 ETF by 11.4% during the second quarter. Altium Wealth Management LLC now owns 3,782 shares of the company's stock worth $1,434,000 after buying an additional 388 shares during the period. Hengehold Capital Management LLC boosted its stake in shares of iShares S&P 500 ETF by 26.4% during the second quarter. Hengehold Capital Management LLC now owns 18,216 shares of the company's stock worth $6,907,000 after buying an additional 3,805 shares during the period. Finally, Grant GrossMendelsohn LLC acquired a new stake in shares of iShares S&P 500 ETF during the first quarter worth about $277,000.

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iShares S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $375.81 on Friday. iShares S&P 500 ETF has a 52 week low of $349.53 and a 52 week high of $482.07. The company has a 50-day moving average price of $389.20 and a 200 day moving average price of $400.50.

iShares S&P 500 ETF Company Profile

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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.

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