iShares Core S&P 500 ETF $IVV is Evermay Wealth Management LLC’s 7th Largest Position

Evermay Wealth Management LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 39,828 shares of the company’s stock after selling 1,395 shares during the quarter. iShares Core S&P 500 ETF comprises 3.1% of Evermay Wealth Management LLC’s portfolio, making the stock its 7th largest position. Evermay Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $27,280,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Marshall Wace LLP increased its position in iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after purchasing an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC increased its position in iShares Core S&P 500 ETF by 40.6% during the 4th quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after purchasing an additional 4,854,227 shares in the last quarter. Eisler Capital Management Ltd. increased its position in iShares Core S&P 500 ETF by 346.1% during the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after purchasing an additional 3,850,500 shares in the last quarter. Capula Management Ltd increased its position in iShares Core S&P 500 ETF by 36.3% during the 3rd quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after purchasing an additional 2,776,225 shares in the last quarter. Finally, UBS Group AG increased its position in iShares Core S&P 500 ETF by 53.9% during the 3rd quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock worth $3,194,034,000 after purchasing an additional 1,671,715 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $683.01 on Friday. The firm has a 50 day moving average price of $676.50 and a 200 day moving average price of $679.72. The company has a market cap of $752.85 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $510.83 and a 1 year high of $700.97.

iShares Core S&P 500 ETF 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.