Ballentine Partners LLC Sells 32,059 Shares of iShares S&P 500 Index (IVV)

Ballentine Partners LLC lowered its holdings in shares of iShares S&P 500 Index (NYSEARCA:IVV) by 7.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 414,594 shares of the company’s stock after selling 32,059 shares during the quarter. iShares S&P 500 Index comprises about 6.1% of Ballentine Partners LLC’s investment portfolio, making the stock its 2nd biggest position. Ballentine Partners LLC owned approximately 0.08% of iShares S&P 500 Index worth $111,463,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares S&P 500 Index by 16.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 9,378,041 shares of the company’s stock valued at $2,521,472,000 after purchasing an additional 1,297,685 shares in the last quarter. Creative Planning raised its holdings in shares of iShares S&P 500 Index by 9.6% during the 4th quarter. Creative Planning now owns 7,170,505 shares of the company’s stock valued at $1,927,791,000 after purchasing an additional 625,278 shares in the last quarter. Parametric Portfolio Associates LLC raised its holdings in shares of iShares S&P 500 Index by 31.0% during the 3rd quarter. Parametric Portfolio Associates LLC now owns 6,154,037 shares of the company’s stock valued at $1,556,541,000 after purchasing an additional 1,456,905 shares in the last quarter. British Airways Pensions Investment Management Ltd bought a new position in shares of iShares S&P 500 Index during the 4th quarter valued at $492,809,000. Finally, Fiduciary Trust Co. raised its holdings in shares of iShares S&P 500 Index by 1.9% during the 4th quarter. Fiduciary Trust Co. now owns 1,035,182 shares of the company’s stock valued at $278,308,000 after purchasing an additional 19,342 shares in the last quarter.

iShares S&P 500 Index (NYSEARCA IVV) opened at $267.18 on Tuesday. The firm has a market cap of $147,400.00 and a price-to-earnings ratio of 11.67. iShares S&P 500 Index has a twelve month low of $233.10 and a twelve month high of $288.69.

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iShares S&P 500 Index 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.

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

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