Mission Wealth Management LP Sells 1,878 Shares of iShares Core S&P 500 ETF $IVV

Mission Wealth Management LP trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,737 shares of the company’s stock after selling 1,878 shares during the quarter. Mission Wealth Management LP’s holdings in iShares Core S&P 500 ETF were worth $25,163,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Americana Partners LLC grew its position in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares during the last quarter. Legacy Private Trust Co. grew its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC grew its position in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC grew its position in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $742.45 on Monday. iShares Core S&P 500 ETF has a 12-month low of $578.31 and a 12-month high of $753.02. The business’s 50-day moving average price is $691.05 and its two-hundred day moving average price is $688.30. The stock has a market cap of $819.85 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.