KFG Wealth Management LLC Sells 207 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

KFG Wealth Management LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 32.7% during the fourth quarter, HoldingsChannel reports. The fund owned 426 shares of the company’s stock after selling 207 shares during the period. KFG Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $203,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in IVV. TruWealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 2.4% during the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after purchasing an additional 21 shares during the last quarter. Great Waters Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 1.7% during the fourth quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock worth $625,000 after acquiring an additional 22 shares in the last quarter. TriaGen Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 3.6% during the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock worth $300,000 after acquiring an additional 22 shares in the last quarter. Arista Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after acquiring an additional 22 shares in the last quarter. Finally, UNIVEST FINANCIAL Corp raised its stake in shares of iShares Core S&P 500 ETF by 3.7% during the third quarter. UNIVEST FINANCIAL Corp now owns 653 shares of the company’s stock worth $280,000 after acquiring an additional 23 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $497.53 on Friday. The company has a market capitalization of $426.18 billion, a PE ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $405.54 and a one year high of $527.16. The company’s 50 day moving average price is $513.52 and its two-hundred day moving average price is $478.62.

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.