Elwood & Goetz Wealth Advisory Group LLC Lowers Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Elwood & Goetz Wealth Advisory Group LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,247 shares of the company’s stock after selling 206 shares during the quarter. iShares Core S&P 500 ETF accounts for 0.3% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 28th biggest position. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $1,323,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. WESPAC Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 8.8% during the 4th quarter. WESPAC Advisors LLC now owns 7,064 shares of the company’s stock valued at $4,159,000 after buying an additional 574 shares in the last quarter. Wealthspire Advisors LLC raised its position in iShares Core S&P 500 ETF by 5.1% in the 4th quarter. Wealthspire Advisors LLC now owns 2,556,471 shares of the company’s stock worth $1,504,944,000 after purchasing an additional 124,008 shares during the period. Marshall Investment Management LLC purchased a new position in iShares Core S&P 500 ETF in the 4th quarter worth $148,000. Cowa LLC raised its position in iShares Core S&P 500 ETF by 4.8% in the 4th quarter. Cowa LLC now owns 5,090 shares of the company’s stock worth $2,997,000 after purchasing an additional 232 shares during the period. Finally, Callan Capital LLC raised its position in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Callan Capital LLC now owns 10,140 shares of the company’s stock worth $5,969,000 after purchasing an additional 34 shares during the period.

iShares Core S&P 500 ETF Stock Down 1.7 %

Shares of NYSEARCA:IVV opened at $602.87 on Friday. The stock has a market cap of $520.22 billion, a PE ratio of 25.23 and a beta of 0.99. The company’s fifty day moving average is $601.14 and its 200 day moving average is $585.94. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22.

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.