Berkshire Bank Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Berkshire Bank decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,148 shares of the company’s stock after selling 177 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.3% of Berkshire Bank’s portfolio, making the stock its 19th largest holding. Berkshire Bank’s holdings in iShares Core S&P 500 ETF were worth $5,385,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in IVV. Balboa Wealth Partners grew its stake in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the last quarter. TruWealth Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $604.91 on Thursday. The business’s fifty day moving average price is $599.85 and its two-hundred day moving average price is $578.58. The stock has a market cap of $521.98 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79.

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.