Portside Wealth Group LLC Lowers Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Portside Wealth Group LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 12.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,431 shares of the company’s stock after selling 1,953 shares during the quarter. iShares Core S&P 500 ETF comprises 1.2% of Portside Wealth Group LLC’s investment portfolio, making the stock its 16th largest holding. Portside Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $6,415,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. FSC Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 393.3% during the 4th quarter. FSC Wealth Advisors LLC now owns 7,350 shares of the company’s stock valued at $3,510,000 after acquiring an additional 5,860 shares during the last quarter. Engrave Wealth Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 3.2% in the 4th quarter. Engrave Wealth Partners LLC now owns 1,832 shares of the company’s stock valued at $875,000 after purchasing an additional 57 shares during the last quarter. Custos Family Office LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.2% in the fourth quarter. Custos Family Office LLC now owns 79,336 shares of the company’s stock valued at $37,893,000 after purchasing an additional 1,735 shares during the period. Centerpoint Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.7% during the fourth quarter. Centerpoint Advisors LLC now owns 100,426 shares of the company’s stock worth $47,967,000 after purchasing an additional 1,656 shares during the last quarter. Finally, Kaydan Wealth Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 15.7% during the fourth quarter. Kaydan Wealth Management Inc. now owns 2,532 shares of the company’s stock worth $1,209,000 after purchasing an additional 343 shares during the period.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $522.28 on Tuesday. The firm has a market cap of $404.06 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. The firm’s fifty day moving average price is $502.66 and its 200 day moving average price is $468.43. iShares Core S&P 500 ETF has a 1-year low of $395.40 and a 1-year high of $526.66.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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