iShares Core S&P 500 ETF $IVV Position Reduced by Waterway Wealth Management LLC

Waterway Wealth Management LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 143,033 shares of the company’s stock after selling 3,404 shares during the quarter. iShares Core S&P 500 ETF accounts for 17.1% of Waterway Wealth Management LLC’s portfolio, making the stock its largest position. Waterway Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $93,431,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth $29,000. GS Investments Inc. increased its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th 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. acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $38,000. Finally, Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at $39,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $730.17 on Friday. The business’s 50-day moving average is $738.65 and its two-hundred day moving average is $702.45. The firm has a market capitalization of $806.29 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $613.79 and a 12 month high of $764.00.

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.