Beaumont Financial Advisors LLC Trims Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Beaumont Financial Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 92,962 shares of the company’s stock after selling 1,384 shares during the period. iShares Core S&P 500 ETF makes up 4.1% of Beaumont Financial Advisors LLC’s portfolio, making the stock its 3rd biggest position. Beaumont Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $54,725,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ironwood Wealth Management LLC. grew its position in shares of iShares Core S&P 500 ETF by 0.6% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after purchasing an additional 574 shares during the period. Fund Evaluation Group LLC grew its position in shares of iShares Core S&P 500 ETF by 5.4% in the 2nd quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after purchasing an additional 59,680 shares during the period. Zurich Insurance Group Ltd FI acquired a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $5,352,000. AQR Capital Management LLC grew its position in shares of iShares Core S&P 500 ETF by 39.1% in the 2nd quarter. AQR Capital Management LLC now owns 37,457 shares of the company’s stock valued at $20,497,000 after purchasing an additional 10,530 shares during the period. Finally, Ameriprise Financial Inc. grew its position in shares of iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,017,271 shares of the company’s stock valued at $3,840,931,000 after purchasing an additional 54,693 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $612.70 on Friday. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $612.70. The stock has a 50 day simple moving average of $598.56 and a 200 day simple moving average of $577.13. The firm has a market capitalization of $528.70 billion, a PE ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company 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.