Williams Financial LLC Has $28.53 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Williams Financial LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,724 shares of the company’s stock after selling 295 shares during the period. iShares Core S&P 500 ETF accounts for about 20.8% of Williams Financial LLC’s investment portfolio, making the stock its largest holding. Williams Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $28,526,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CGC Financial Services LLC acquired a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth about $30,000. Studio Investment Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $33,000. Horizon Bancorp Inc. IN acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth about $40,000. Harel Insurance Investments & Financial Services Ltd. acquired a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $41,000. Finally, Financial Freedom LLC bought a new stake in iShares Core S&P 500 ETF in the fourth quarter worth approximately $52,000.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock traded up $0.01 on Friday, hitting $525.73. The company’s stock had a trading volume of 4,717,027 shares, compared to its average volume of 5,835,052. The stock has a market capitalization of $406.73 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $400.45 and a fifty-two week high of $527.16. The firm’s fifty day moving average price is $505.43 and its 200-day moving average price is $469.87.

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.