iShares Core S&P 500 ETF $IVV Shares Sold by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 35.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 66,601 shares of the company’s stock after selling 36,844 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.2% of KMG Fiduciary Partners LLC’s portfolio, making the stock its 5th largest position. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $45,618,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Americana Partners LLC boosted its holdings in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares during the last quarter. Forza Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after buying an additional 1,438 shares during the period. Legacy Private Trust Co. boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth 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 during the last quarter. Coyle Financial Counsel LLC grew its holdings in iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares during the period. Finally, Fonville Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after acquiring an additional 3,224 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 1.7%

iShares Core S&P 500 ETF stock opened at $636.99 on Friday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97. The stock’s 50 day simple moving average is $682.25 and its two-hundred day simple moving average is $679.88. The firm has a market cap of $700.18 billion, a PE 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.