Fort Henry Capital LLC Has $41.95 Million Position in iShares Core S&P 500 ETF $IVV

Fort Henry Capital LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 61,252 shares of the company’s stock after selling 1,040 shares during the period. iShares Core S&P 500 ETF comprises 25.7% of Fort Henry Capital LLC’s portfolio, making the stock its largest holding. Fort Henry Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $41,954,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter worth $39,000. Dorato Capital Management purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $55,000. Maryland Capital Advisors Inc. lifted its position 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. Finally, Winnow Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the third quarter valued at about $61,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 1.0%

Shares of IVV opened at $689.54 on Tuesday. The business has a 50-day simple moving average of $676.07 and a two-hundred day simple moving average of $680.21. The stock has a market cap of $755.49 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $510.83 and a 52 week high of $700.97.

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. 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.