Nelson Capital Management LLC Reduces Stock Holdings in iShares Core S&P 500 ETF $IVV

Nelson Capital Management LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 12,959 shares of the ETF’s stock after selling 715 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.0% of Nelson Capital Management LLC’s holdings, making the stock its 21st largest holding. Nelson Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,465,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IVV. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC boosted its stake 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 ETF’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the period. Schnieders Capital Management LLC. grew its holdings in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP grew its holdings in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. increased its stake in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock worth $5,250,000 after buying an additional 97 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $746.72 on Monday. iShares Core S&P 500 ETF has a 12-month low of $622.31 and a 12-month high of $764.00. The company has a market capitalization of $879.71 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $748.30 and its 200 day moving average price is $709.41.

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.