Legacy Capital Wealth Partners LLC Sells 904 Shares of iShares Core S&P 500 ETF $IVV

Legacy Capital Wealth Partners LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,259 shares of the company’s stock after selling 904 shares during the period. iShares Core S&P 500 ETF makes up about 1.7% of Legacy Capital Wealth Partners LLC’s investment portfolio, making the stock its 7th largest holding. Legacy Capital Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $8,397,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of IVV. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $331,591,000. Bison Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares during the period. Russell Investments Group Ltd. raised its holdings in shares of iShares Core S&P 500 ETF by 13.0% during the second quarter. Russell Investments Group Ltd. now owns 11,156 shares of the company’s stock valued at $6,927,000 after acquiring an additional 1,284 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 6.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 28,286 shares of the company’s stock valued at $17,562,000 after acquiring an additional 1,611 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $658.96 on Friday. The company has a 50 day moving average price of $679.25 and a 200 day moving average price of $679.52. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm has a market capitalization of $724.33 billion, a price-to-earnings 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.