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IShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Family Firm Inc.

Financial News Live ·  Mar 10, 2023 00:52

Family Firm Inc. trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,427 shares of the company's stock after selling 910 shares during the period. iShares Core S&P 500 ETF comprises about 3.1% of Family Firm Inc.'s investment portfolio, making the stock its 5th largest position. Family Firm Inc.'s holdings in iShares Core S&P 500 ETF were worth $9,837,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Envestnet Asset Management Inc. lifted its position in iShares Core S&P 500 ETF by 16.3% during the third quarter. Envestnet Asset Management Inc. now owns 33,947,472 shares of the company's stock worth $12,175,261,000 after buying an additional 4,746,312 shares during the period. Bluestem Financial Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 6,239.5% during the 2nd quarter. Bluestem Financial Advisors LLC now owns 4,720,692 shares of the company's stock worth $1,941,000 after acquiring an additional 4,646,227 shares during the period. Creative Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 14.7% during the 2nd quarter. Creative Planning now owns 19,102,791 shares of the company's stock worth $7,242,824,000 after acquiring an additional 2,442,420 shares during the period. Bank of New York Mellon Corp boosted its position in shares of iShares Core S&P 500 ETF by 16.2% in the third quarter. Bank of New York Mellon Corp now owns 8,832,996 shares of the company's stock worth $3,167,954,000 after acquiring an additional 1,229,595 shares during the last quarter. Finally, Cowa LLC grew its holdings in iShares Core S&P 500 ETF by 9,189.9% in the first quarter. Cowa LLC now owns 1,142,842 shares of the company's stock valued at $5,185,000 after purchasing an additional 1,130,540 shares during the period.

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iShares Core S&P 500 ETF Price Performance

IVV stock traded up $0.58 on Thursday, hitting $401.41. 876,108 shares of the company were exchanged, compared to its average volume of 4,071,357. The stock has a market capitalization of $299.83 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $349.53 and a twelve month high of $464.05. The business's fifty day moving average is $401.47 and its two-hundred day moving average is $392.97.

About iShares Core S&P 500 ETF

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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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