Winthrop Advisory Group LLC Reduces Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Winthrop Advisory Group LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 165,969 shares of the company’s stock after selling 44,652 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 10.7% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 3rd biggest holding. Winthrop Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $97,702,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the company. EWG Elevate Inc. lifted its position in shares of iShares Core S&P 500 ETF by 21.0% during the 4th quarter. EWG Elevate Inc. now owns 710 shares of the company’s stock worth $418,000 after buying an additional 123 shares in the last quarter. Aprio Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 10.3% during the 4th quarter. Aprio Wealth Management LLC now owns 4,729 shares of the company’s stock worth $2,784,000 after purchasing an additional 443 shares during the last quarter. Paragon Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 25.2% during the 4th quarter. Paragon Advisors LLC now owns 1,341 shares of the company’s stock worth $789,000 after purchasing an additional 270 shares during the last quarter. West Oak Capital LLC increased its stake in shares of iShares Core S&P 500 ETF by 287.6% during the 4th quarter. West Oak Capital LLC now owns 4,190 shares of the company’s stock worth $2,467,000 after purchasing an additional 3,109 shares during the last quarter. Finally, Graypoint LLC increased its stake in shares of iShares Core S&P 500 ETF by 13.1% during the 4th quarter. Graypoint LLC now owns 207,272 shares of the company’s stock worth $122,017,000 after purchasing an additional 23,927 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock traded down $4.06 during mid-day trading on Monday, reaching $579.27. The company’s stock had a trading volume of 567,161 shares, compared to its average volume of 4,981,625. iShares Core S&P 500 ETF has a 12-month low of $472.11 and a 12-month high of $612.09. The company has a market capitalization of $499.85 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average price is $598.01 and its two-hundred day moving average price is $574.77.

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.