Measured Wealth Private Client Group LLC Reduces Stake in iShares Core S&P 500 ETF $IVV

Measured Wealth Private Client Group LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,119 shares of the company’s stock after selling 988 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.3% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 18th largest holding. Measured Wealth Private Client Group LLC’s holdings in iShares Core S&P 500 ETF were worth $4,876,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Welch & Forbes LLC boosted its position in iShares Core S&P 500 ETF by 5.1% in the fourth quarter. Welch & Forbes LLC now owns 18,340 shares of the company’s stock valued at $12,562,000 after buying an additional 890 shares during the last quarter. WASHINGTON TRUST Co boosted its position in iShares Core S&P 500 ETF by 0.6% in the fourth quarter. WASHINGTON TRUST Co now owns 12,443 shares of the company’s stock valued at $8,523,000 after buying an additional 71 shares during the last quarter. Keyvantage Wealth LLC boosted its position in iShares Core S&P 500 ETF by 2,298.4% in the fourth quarter. Keyvantage Wealth LLC now owns 35,784 shares of the company’s stock valued at $24,510,000 after buying an additional 34,292 shares during the last quarter. Impact Partnership Wealth LLC boosted its position in iShares Core S&P 500 ETF by 86.6% in the 4th quarter. Impact Partnership Wealth LLC now owns 4,380 shares of the company’s stock worth $3,000,000 after purchasing an additional 2,033 shares in the last quarter. Finally, Cherry Tree Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 3.5% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 24,215 shares of the company’s stock worth $16,585,000 after purchasing an additional 814 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.2%

iShares Core S&P 500 ETF stock opened at $760.05 on Friday. iShares Core S&P 500 ETF has a 12 month low of $586.05 and a 12 month high of $761.65. The stock’s 50 day simple moving average is $706.11 and its two-hundred day simple moving average is $692.93. The firm has a market cap of $839.29 billion, a PE 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.