iShares Core S&P 500 ETF $IVV Shares Sold by Aegis Wealth Management LLC

Aegis Wealth Management LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 15,870 shares of the company’s stock after selling 2,870 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 6.1% of Aegis Wealth Management LLC’s holdings, making the stock its largest holding. Aegis Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $10,870,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF in the third quarter valued at approximately $39,000. Winnow Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth $61,000. Texas Capital Bancshares Inc TX acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth $68,000. Ulland Investment Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 87.3% in the third quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock valued at $69,000 after purchasing an additional 48 shares during the period. Finally, Conquis Financial LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at $82,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 1.7%

IVV opened at $636.99 on Friday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The firm has a market cap of $700.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a fifty day simple moving average of $682.25 and a 200 day simple moving average of $679.88.

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.