iShares Core S&P 500 ETF $IVV Stock Position Trimmed by Linscomb Wealth Inc.

Linscomb Wealth Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 308,181 shares of the company’s stock after selling 2,199 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 8.9% of Linscomb Wealth Inc.’s portfolio, making the stock its 2nd biggest holding. Linscomb Wealth Inc.’s holdings in iShares Core S&P 500 ETF were worth $211,085,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Decker Retirement Planning Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $29,000. GS Investments Inc. increased its stake in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares during the last quarter. Palouse Capital Management Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $39,000. Finally, Dorato Capital Management acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $55,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $758.17 on Friday. iShares Core S&P 500 ETF has a 12 month low of $586.05 and a 12 month high of $758.72. The company has a 50-day moving average of $704.17 and a 200-day moving average of $692.46. The company has a market cap of $837.21 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.