KMG Fiduciary Partners LLC Reduces Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

KMG Fiduciary Partners LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 104,354 shares of the company’s stock after selling 2,179 shares during the quarter. iShares Core S&P 500 ETF comprises about 5.1% of KMG Fiduciary Partners LLC’s holdings, making the stock its 2nd biggest holding. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $61,431,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Ironwood Wealth Management LLC. increased its position in shares of iShares Core S&P 500 ETF by 0.6% during the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after acquiring an additional 574 shares in the last quarter. Fund Evaluation Group LLC increased its position in shares of iShares Core S&P 500 ETF by 5.4% during the second quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock valued at $637,187,000 after acquiring an additional 59,680 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its position in shares of iShares Core S&P 500 ETF by 11.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 4,877 shares of the company’s stock valued at $2,669,000 after acquiring an additional 501 shares in the last quarter. Ieq Capital LLC increased its position in shares of iShares Core S&P 500 ETF by 53.2% during the second quarter. Ieq Capital LLC now owns 110,609 shares of the company’s stock valued at $60,529,000 after acquiring an additional 38,411 shares in the last quarter. Finally, Callan Capital LLC increased its position in shares of iShares Core S&P 500 ETF by 6.6% during the second quarter. Callan Capital LLC now owns 10,070 shares of the company’s stock valued at $5,511,000 after acquiring an additional 627 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.9 %

Shares of IVV opened at $600.26 on Friday. The company has a market capitalization of $517.96 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm has a 50 day moving average of $598.31 and a 200 day moving average of $575.56. iShares Core S&P 500 ETF has a twelve month low of $474.68 and a twelve month high of $612.09.

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.