BridgePort Financial Solutions LLC Cuts Stock Holdings in iShares Core S&P 500 ETF $IVV

BridgePort Financial Solutions LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,607 shares of the company’s stock after selling 3,879 shares during the period. iShares Core S&P 500 ETF comprises approximately 8.4% of BridgePort Financial Solutions LLC’s holdings, making the stock its largest holding. BridgePort Financial Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $31,238,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of IVV. Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $39,000. Dorato Capital Management purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at about $55,000. Winnow Wealth LLC bought a new position in iShares Core S&P 500 ETF in the third quarter worth about $61,000. Texas Capital Bancshares Inc TX bought a new position in iShares Core S&P 500 ETF in the third quarter worth about $68,000. Finally, Ulland Investment Advisors LLC lifted its holdings in 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 worth $69,000 after buying an additional 48 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $658.96 on Friday. The firm has a market capitalization of $726.73 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50 day moving average is $678.58 and its 200 day moving average is $679.49. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month 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.