Providence Financial Advisors LLC Trims Stock Holdings in iShares Core S&P 500 ETF $IVV

Providence Financial Advisors LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 33,113 shares of the company’s stock after selling 975 shares during the quarter. iShares Core S&P 500 ETF makes up 22.6% of Providence Financial Advisors LLC’s portfolio, making the stock its biggest position. Providence Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $22,681,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of IVV. Legacy Private Trust Co. raised its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC raised its position in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after buying an additional 792 shares in the last quarter. Belpointe Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after buying an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc raised its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after buying an additional 30,777 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.3%

IVV stock opened at $762.02 on Tuesday. The firm’s 50-day moving average is $708.13 and its two-hundred day moving average is $693.53. iShares Core S&P 500 ETF has a 52 week low of $587.88 and a 52 week high of $763.93. The company has a market capitalization of $841.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.