Watershed Private Wealth LLC Cuts Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Watershed Private Wealth LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 77,871 shares of the company’s stock after selling 4,647 shares during the period. iShares Core S&P 500 ETF accounts for 18.1% of Watershed Private Wealth LLC’s portfolio, making the stock its biggest holding. Watershed Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $42,613,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. GUNN & Co INVESTMENT MANAGEMENT INC. grew its holdings in iShares Core S&P 500 ETF by 1,867.3% during the fourth quarter. GUNN & Co INVESTMENT MANAGEMENT INC. now owns 89,787 shares of the company’s stock worth $42,885,000 after acquiring an additional 85,223 shares during the period. Yousif Capital Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 27.5% during the 4th quarter. Yousif Capital Management LLC now owns 1,530 shares of the company’s stock valued at $731,000 after purchasing an additional 330 shares in the last quarter. Russell Investments Group Ltd. grew its stake in shares of iShares Core S&P 500 ETF by 26.5% in the 4th quarter. Russell Investments Group Ltd. now owns 215 shares of the company’s stock worth $103,000 after purchasing an additional 45 shares during the last quarter. Vantage Financial Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 45.3% in the 4th quarter. Vantage Financial Partners LLC now owns 37,601 shares of the company’s stock worth $17,959,000 after purchasing an additional 11,715 shares in the last quarter. Finally, Cozad Asset Management Inc. lifted its stake in iShares Core S&P 500 ETF by 6.6% during the fourth quarter. Cozad Asset Management Inc. now owns 1,489 shares of the company’s stock valued at $711,000 after purchasing an additional 92 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $566.75 on Friday. The stock has a market capitalization of $489.05 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $568.24. The company has a 50 day moving average price of $551.83 and a 200 day moving average price of $531.63.

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.