iShares Core S&P 500 ETF $IVV Stake Trimmed by Greenleaf Trust

Greenleaf Trust lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 27.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,472,903 shares of the company’s stock after selling 560,372 shares during the quarter. iShares Core S&P 500 ETF accounts for about 9.2% of Greenleaf Trust’s investment portfolio, making the stock its 2nd largest position. Greenleaf Trust owned approximately 0.13% of iShares Core S&P 500 ETF worth $1,008,850,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $39,000. Dorato Capital Management purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $55,000. Maryland Capital Advisors Inc. lifted its holdings in iShares Core S&P 500 ETF by 681.8% during the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after purchasing an additional 75 shares in the last quarter. Winnow Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $61,000. Finally, Texas Capital Bancshares Inc TX purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $68,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $683.01 on Friday. iShares Core S&P 500 ETF has a 1-year low of $510.83 and a 1-year high of $700.97. The firm’s 50 day simple moving average is $676.50 and its two-hundred day simple moving average is $679.72. The company has a market capitalization of $752.85 billion, a P/E ratio of 25.10 and a beta of 1.00.

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. 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.