Cascade Financial Partners LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the fourth quarter, HoldingsChannel reports. The firm owned 49,903 shares of the company’s stock after selling 1,462 shares during the period. iShares Core S&P 500 ETF makes up about 3.8% of Cascade Financial Partners LLC’s portfolio, making the stock its 4th biggest holding. Cascade Financial Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $29,377,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of IVV. Arvest Bank Trust Division purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $102,003,000. United Bank boosted its stake in iShares Core S&P 500 ETF by 22.2% during the third quarter. United Bank now owns 1,079 shares of the company’s stock worth $622,000 after buying an additional 196 shares during the period. Kennebec Savings Bank purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $40,000. Everhart Financial Group Inc. boosted its stake in iShares Core S&P 500 ETF by 63.5% during the third quarter. Everhart Financial Group Inc. now owns 5,159 shares of the company’s stock worth $2,976,000 after buying an additional 2,004 shares during the period. Finally, Apollon Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 5.0% during the third quarter. Apollon Wealth Management LLC now owns 225,324 shares of the company’s stock worth $129,971,000 after buying an additional 10,688 shares during the period.
iShares Core S&P 500 ETF Price Performance
Shares of IVV stock opened at $558.64 on Wednesday. The firm has a market cap of $555.65 billion, a PE ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 1-year low of $496.30 and a 1-year high of $616.22. The company has a 50-day moving average of $597.89 and a two-hundred day moving average of $589.10.
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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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