KWB Wealth Sells 126 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

KWB Wealth trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,015 shares of the company’s stock after selling 126 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.1% of KWB Wealth’s investment portfolio, making the stock its 22nd biggest position. KWB Wealth’s holdings in iShares Core S&P 500 ETF were worth $8,661,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the stock. Balboa Wealth Partners boosted its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares during the period. TruWealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the period. Hassell Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares during the period. Finally, Indiana Trust & Investment Management Co boosted its holdings in shares of iShares Core S&P 500 ETF by 0.5% in the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after purchasing an additional 19 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $584.99 on Wednesday. The stock has a 50 day moving average price of $598.35 and a 200 day moving average price of $575.28. The firm has a market capitalization of $504.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $472.11 and a 52-week high of $612.09.

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.