Tred Avon Family Wealth LLC Has $10.52 Million Stake in iShares Core S&P 500 ETF $IVV

Tred Avon Family Wealth LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,097 shares of the company’s stock after selling 1,112 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.5% of Tred Avon Family Wealth LLC’s investment portfolio, making the stock its 2nd largest position. Tred Avon Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $10,515,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth $26,000. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $29,000. GS Investments Inc. raised its stake in iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after purchasing an additional 20 shares in the last quarter. Palouse Capital Management Inc. bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $38,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the third quarter worth about $39,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of iShares Core S&P 500 ETF stock opened at $748.89 on Wednesday. The company has a market capitalization of $826.96 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $618.48 and a 12-month high of $764.00. The firm’s 50-day moving average price is $740.15 and its two-hundred day moving average price is $703.37.

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.