Warner Financial Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,677 shares of the company’s stock after selling 322 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.4% of Warner Financial Inc.’s holdings, making the stock its 19th biggest holding. Warner Financial Inc.’s holdings in iShares Core S&P 500 ETF were worth $3,342,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in IVV. Modus Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth $32,000. Ulland Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at about $33,000. Cedar Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares in the last quarter. Finally, Kennebec Savings Bank bought a new stake in iShares Core S&P 500 ETF during the third quarter worth about $40,000.
iShares Core S&P 500 ETF Trading Down 0.4 %
NYSEARCA IVV opened at $604.91 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $613.79. The company has a 50 day moving average of $599.85 and a 200-day moving average of $578.58. The firm has a market cap of $521.98 billion, a price-to-earnings 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.
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