Berger Financial Group Inc Sells 144 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Berger Financial Group Inc cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,838 shares of the company’s stock after selling 144 shares during the quarter. Berger Financial Group Inc’s holdings in iShares Core S&P 500 ETF were worth $1,595,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Windsor Advisory Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 100.0% in the fourth quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock worth $29,000 after acquiring an additional 25 shares during the period. Investment Counsel Co. of Nevada bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $33,000. Lord & Richards Wealth Management LLC bought a new stake in shares of iShares Core S&P 500 ETF in the first quarter worth approximately $31,000. Navigoe LLC bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $38,000. Finally, Marquette Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 51.9% in the first quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after acquiring an additional 27 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.8%

Shares of IVV stock opened at $640.25 on Friday. The company has a 50 day moving average price of $619.69 and a 200-day moving average price of $590.11. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $642.94. The firm has a market capitalization of $645.15 billion, a PE ratio of 25.10 and a beta of 1.00.

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.