iShares Core S&P 500 ETF $IVV Shares Sold by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 492,966 shares of the company’s stock after selling 14,393 shares during the period. iShares Core S&P 500 ETF comprises about 25.8% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its biggest holding. Charter Oak Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $337,652,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. State of Alaska Department of Revenue grew its stake in shares of iShares Core S&P 500 ETF by 122.1% during the fourth quarter. State of Alaska Department of Revenue now owns 1,610 shares of the company’s stock valued at $1,102,000 after acquiring an additional 885 shares in the last quarter. Uptown Financial Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 13.1% during the fourth quarter. Uptown Financial Advisors LLC now owns 2,592 shares of the company’s stock valued at $1,775,000 after acquiring an additional 300 shares in the last quarter. Tectonic Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 5.8% during the fourth quarter. Tectonic Advisors LLC now owns 133,621 shares of the company’s stock valued at $91,522,000 after acquiring an additional 7,332 shares in the last quarter. Westside Investment Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 9.3% during the fourth quarter. Westside Investment Management Inc. now owns 928 shares of the company’s stock valued at $636,000 after acquiring an additional 79 shares in the last quarter. Finally, Asset Advisors Investment Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 385.5% during the fourth quarter. Asset Advisors Investment Management LLC now owns 2,476 shares of the company’s stock valued at $1,696,000 after acquiring an additional 1,966 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $697.69 on Wednesday. The business has a 50-day moving average of $676.17 and a 200-day moving average of $680.44. The company has a market capitalization of $764.42 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 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.