Charter Oak Capital Management LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 513,822 shares of the company’s stock after selling 4,299 shares during the quarter. iShares Core S&P 500 ETF comprises 28.2% of Charter Oak Capital Management LLC’s portfolio, making the stock its largest holding. Charter Oak Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $302,477,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also made changes to their positions in the company. Modus Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $32,000. Ulland Investment Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $32,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at $33,000. Cedar Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the last quarter. Finally, Kennebec Savings Bank purchased a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $40,000.
iShares Core S&P 500 ETF Price Performance
iShares Core S&P 500 ETF stock opened at $607.94 on Friday. The firm has a market capitalization of $524.59 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $485.19 and a 1-year high of $613.79. The company’s 50-day moving average is $600.08 and its 200 day moving average is $578.77.
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.
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