Tarbox Family Office Inc. Sells 3,317 Shares of iShares Core S&P 500 ETF $IVV

by · The Markets Daily

Tarbox Family Office Inc. reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 310,326 shares of the ETF’s stock after selling 3,317 shares during the period. iShares Core S&P 500 ETF comprises 33.3% of Tarbox Family Office Inc.’s investment portfolio, making the stock its biggest position. Tarbox Family Office Inc.’s holdings in iShares Core S&P 500 ETF were worth $232,400,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Blalock Williams LLC boosted its stake in shares of iShares Core S&P 500 ETF by 74.9% during the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after acquiring an additional 7,130 shares during the last quarter. Atria Investments Inc raised its stake in iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the last quarter. FDx Advisors Inc. raised its stake in iShares Core S&P 500 ETF by 40.7% in the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after purchasing an additional 4,051 shares during the last quarter. Cornerstone Planning Group LLC lifted its holdings in iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares in the last quarter. Finally, Compass Financial Management LLC purchased a new position in iShares Core S&P 500 ETF in the 2nd quarter valued at about $3,601,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $766.10 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09. The stock has a market capitalization of $889.86 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average is $762.04 and its two-hundred day moving average is $729.02.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

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