iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by KWB Wealth

KWB Wealth cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 15,511 shares of the company’s stock after selling 295 shares during the period. iShares Core S&P 500 ETF accounts for about 1.1% of KWB Wealth’s holdings, making the stock its 21st biggest position. KWB Wealth’s holdings in iShares Core S&P 500 ETF were worth $8,155,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Apollon Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 16.0% in the 4th quarter. Apollon Wealth Management LLC now owns 92,727 shares of the company’s stock valued at $44,289,000 after purchasing an additional 12,771 shares in the last quarter. Arvest Investments Inc. acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $21,775,000. Stewardship Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 33.2% in the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after purchasing an additional 20,951 shares in the last quarter. Commerce Bank increased its holdings in iShares Core S&P 500 ETF by 1.0% in the 4th quarter. Commerce Bank now owns 229,156 shares of the company’s stock valued at $109,452,000 after purchasing an additional 2,285 shares in the last quarter. Finally, Family Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Family Asset Management LLC now owns 3,040 shares of the company’s stock valued at $1,452,000 after purchasing an additional 27 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.4 %

NYSEARCA:IVV traded up $2.42 on Thursday, reaching $554.33. The stock had a trading volume of 4,554,933 shares, compared to its average volume of 5,376,370. The company has a 50-day moving average of $532.62 and a 200 day moving average of $511.42. The stock has a market cap of $478.33 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $554.81.

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.