Asset Dedication LLC Has $1.40 Million Position in iShares S&P 500 Index (IVV)

Asset Dedication LLC lessened its position in shares of iShares S&P 500 Index (NYSEARCA:IVV) by 8.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,201 shares of the company’s stock after selling 493 shares during the quarter. Asset Dedication LLC’s holdings in iShares S&P 500 Index were worth $1,398,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Private Trust Co. NA raised its holdings in iShares S&P 500 Index by 0.3% in the 4th quarter. Private Trust Co. NA now owns 81,997 shares of the company’s stock worth $22,044,000 after purchasing an additional 239 shares during the period. CHURCHILL MANAGEMENT Corp increased its stake in iShares S&P 500 Index by 21.3% during the 4th quarter. CHURCHILL MANAGEMENT Corp now owns 2,074 shares of the company’s stock worth $558,000 after buying an additional 364 shares in the last quarter. Chesley Taft & Associates LLC increased its stake in iShares S&P 500 Index by 6.7% during the 4th quarter. Chesley Taft & Associates LLC now owns 7,026 shares of the company’s stock worth $1,889,000 after buying an additional 440 shares in the last quarter. Hefty Wealth Partners increased its stake in iShares S&P 500 Index by 4.4% during the 4th quarter. Hefty Wealth Partners now owns 10,575 shares of the company’s stock worth $2,843,000 after buying an additional 446 shares in the last quarter. Finally, BLB&B Advisors LLC increased its stake in iShares S&P 500 Index by 50.6% during the 4th quarter. BLB&B Advisors LLC now owns 1,577 shares of the company’s stock worth $424,000 after buying an additional 530 shares in the last quarter.

iShares S&P 500 Index (NYSEARCA:IVV) traded up $4.05 during mid-day trading on Friday, hitting $263.67. The stock had a trading volume of 15,061,637 shares, compared to its average volume of 6,159,994. The stock has a market capitalization of $152,690.00 and a price-to-earnings ratio of 11.49. iShares S&P 500 Index has a 1-year low of $232.30 and a 1-year high of $288.69.

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About iShares S&P 500 Index

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.

Institutional Ownership by Quarter for iShares S&P 500 Index (NYSEARCA:IVV)

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