Peninsula Wealth LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,145 shares of the company’s stock after selling 394 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 0.5% of Peninsula Wealth LLC’s holdings, making the stock its 25th biggest holding. Peninsula Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $3,029,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in the company. Trustmark National Bank Trust Department raised its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the fourth quarter. Trustmark National Bank Trust Department now owns 25,614 shares of the company’s stock worth $15,078,000 after buying an additional 340 shares during the period. Reynders McVeigh Capital Management LLC grew its position in iShares Core S&P 500 ETF by 11.4% in the 4th quarter. Reynders McVeigh Capital Management LLC now owns 665 shares of the company’s stock valued at $391,000 after acquiring an additional 68 shares during the last quarter. SageView Advisory Group LLC increased its stake in iShares Core S&P 500 ETF by 165.9% in the fourth quarter. SageView Advisory Group LLC now owns 44,690 shares of the company’s stock worth $26,309,000 after purchasing an additional 27,881 shares during the period. O ROURKE & COMPANY Inc lifted its position in shares of iShares Core S&P 500 ETF by 2.8% during the fourth quarter. O ROURKE & COMPANY Inc now owns 783 shares of the company’s stock worth $461,000 after purchasing an additional 21 shares during the last quarter. Finally, Keystone Financial Group bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $6,843,000.
iShares Core S&P 500 ETF Trading Up 1.9 %
NYSEARCA IVV opened at $536.98 on Monday. The stock has a market cap of $553.09 billion, a PE ratio of 24.79 and a beta of 1.01. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $616.22. The company’s 50-day moving average price is $574.08 and its 200-day moving average price is $586.74.
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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