iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by Lowe Brockenbrough & Co. Inc.

Lowe Brockenbrough & Co. Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 258,783 shares of the ETF’s stock after selling 31,931 shares during the period. iShares Core S&P 500 ETF makes up approximately 8.4% of Lowe Brockenbrough & Co. Inc.’s portfolio, making the stock its biggest holding. Lowe Brockenbrough & Co. Inc.’s holdings in iShares Core S&P 500 ETF were worth $169,040,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of IVV. Wealth Effects LLC increased its stake in iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock valued at $2,929,000 after buying an additional 15 shares during the period. West Wealth Group LLC raised its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after buying an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its stake in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after acquiring an additional 15 shares during the period. Gratus Wealth Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after acquiring an additional 15 shares during the period. Finally, Bridgewealth Advisory Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after acquiring an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $746.72 on Monday. The stock has a market capitalization of $879.71 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $622.31 and a 52-week high of $764.00. The firm has a 50-day moving average price of $748.30 and a 200 day moving average price of $709.41.

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. 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.