iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Francis Financial Inc.

Francis Financial Inc. decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,656 shares of the company’s stock after selling 88 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.3% of Francis Financial Inc.’s portfolio, making the stock its 26th biggest holding. Francis Financial Inc.’s holdings in iShares Core S&P 500 ETF were worth $791,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC grew its stake in iShares Core S&P 500 ETF by 117,228.0% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 195,582,257 shares of the company’s stock valued at $75,144,659,000 after acquiring an additional 195,415,560 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of iShares Core S&P 500 ETF by 86.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 17,890,478 shares of the company’s stock worth $7,682,737,000 after purchasing an additional 8,316,251 shares during the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $2,335,886,000. Morgan Stanley raised its position in shares of iShares Core S&P 500 ETF by 42.9% in the third quarter. Morgan Stanley now owns 17,592,483 shares of the company’s stock valued at $7,554,741,000 after buying an additional 5,277,616 shares during the last quarter. Finally, Marshall Wace LLP purchased a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $2,101,052,000.

iShares Core S&P 500 ETF Price Performance

IVV stock traded down $0.05 during midday trading on Thursday, hitting $525.67. The stock had a trading volume of 4,716,691 shares, compared to its average volume of 5,835,052. The company’s 50-day moving average price is $505.43 and its 200 day moving average price is $469.87. The firm has a market cap of $406.68 billion, a PE ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $400.45 and a 12-month high of $527.16.

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.