Baker Tilly Wealth Management LLC Sells 211 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Baker Tilly Wealth Management LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,837 shares of the company’s stock after selling 211 shares during the period. iShares Core S&P 500 ETF comprises 0.9% of Baker Tilly Wealth Management LLC’s holdings, making the stock its 23rd biggest holding. Baker Tilly Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,259,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its position in iShares Core S&P 500 ETF by 21.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 36,046,952 shares of the company’s stock valued at $19,725,973,000 after buying an additional 6,319,531 shares during the period. Marshall Wace LLP raised its stake in shares of iShares Core S&P 500 ETF by 34.5% during the second quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock valued at $12,319,789,000 after acquiring an additional 5,774,400 shares in the last quarter. Creative Planning boosted its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the third quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares during the period. JPMorgan Chase & Co. grew its stake in iShares Core S&P 500 ETF by 11.7% in the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. Finally, International Assets Investment Management LLC grew its stake in iShares Core S&P 500 ETF by 67,668.9% in the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after purchasing an additional 10,232,214 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded down $7.13 on Friday, reaching $585.06. 1,625,257 shares of the stock traded hands, compared to its average volume of 5,000,823. The company has a market cap of $504.85 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. 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 fifty day moving average price of $597.81 and a 200-day moving average price of $574.14.

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.