Halpern Financial Inc. Has $32.96 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Halpern Financial Inc. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,666 shares of the company’s stock after selling 3,134 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 8.5% of Halpern Financial Inc.’s portfolio, making the stock its 2nd biggest position. Halpern Financial Inc.’s holdings in iShares Core S&P 500 ETF were worth $32,962,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of IVV. TD Asset Management Inc purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $1,720,000. Capital International Investors bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $249,000. Stephens Inc. AR increased its stake in iShares Core S&P 500 ETF by 3.0% in the 4th quarter. Stephens Inc. AR now owns 8,872 shares of the company’s stock worth $4,237,000 after acquiring an additional 255 shares during the last quarter. Wescott Financial Advisory Group LLC increased its stake in iShares Core S&P 500 ETF by 4.9% in the 4th quarter. Wescott Financial Advisory Group LLC now owns 59,156 shares of the company’s stock worth $28,255,000 after acquiring an additional 2,737 shares during the last quarter. Finally, Wealth Quarterback LLC increased its position in shares of iShares Core S&P 500 ETF by 222.7% during the 4th quarter. Wealth Quarterback LLC now owns 56,556 shares of the company’s stock valued at $27,013,000 after purchasing an additional 39,028 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.9 %

Shares of NYSEARCA IVV traded up $5.18 during trading hours on Friday, hitting $575.69. 2,433,951 shares of the company traded hands, compared to its average volume of 5,291,067. The company’s 50 day moving average price is $557.50 and its 200 day moving average price is $541.07. The stock has a market capitalization of $496.76 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 $411.02 and a 12 month high of $577.47.

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.