iShares Core S&P 500 ETF (NYSEARCA:IVV) is KMG Fiduciary Partners LLC’s 2nd Largest Position

KMG Fiduciary Partners LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 98,254 shares of the company’s stock after selling 6,100 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 4.6% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 2nd biggest position. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $55,208,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Windsor Advisory Group LLC grew its holdings in iShares Core S&P 500 ETF by 100.0% during the 4th quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock worth $29,000 after acquiring an additional 25 shares in the last quarter. Murphy & Mullick Capital Management Corp purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $30,000. Sellwood Investment Partners LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Investment Counsel Co. of Nevada purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $33,000. Finally, Advantage Trust Co purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $36,000.

iShares Core S&P 500 ETF Trading Up 1.0%

Shares of NYSEARCA:IVV opened at $602.00 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $616.22. The company’s 50 day moving average is $561.94 and its two-hundred day moving average is $582.97. The company has a market cap of $591.07 billion, a PE ratio of 25.71 and a beta of 1.01.

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.