iShares Core S&P 500 ETF (IVV) is Sterling Investment Advisors LLC ADV’s 2nd Largest Position

Sterling Investment Advisors LLC ADV trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,481 shares of the company’s stock after selling 1,412 shares during the quarter. iShares Core S&P 500 ETF makes up 12.5% of Sterling Investment Advisors LLC ADV’s portfolio, making the stock its 2nd biggest position. Sterling Investment Advisors LLC ADV’s holdings in iShares Core S&P 500 ETF were worth $15,363,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in IVV. SigFig Wealth Management LLC grew its position in shares of iShares Core S&P 500 ETF by 34.7% during the 3rd quarter. SigFig Wealth Management LLC now owns 111,580 shares of the company’s stock worth $32,663,000 after buying an additional 28,728 shares during the period. Iberiabank Corp grew its position in shares of iShares Core S&P 500 ETF by 48.9% during the 3rd quarter. Iberiabank Corp now owns 100,317 shares of the company’s stock worth $29,366,000 after buying an additional 32,947 shares during the period. Legacy Private Trust Co. grew its position in shares of iShares Core S&P 500 ETF by 8.1% during the 3rd quarter. Legacy Private Trust Co. now owns 8,403 shares of the company’s stock worth $2,460,000 after buying an additional 630 shares during the period. Murphy Capital Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 203.7% during the 3rd quarter. Murphy Capital Management Inc. now owns 2,985 shares of the company’s stock worth $873,000 after buying an additional 2,002 shares during the period. Finally, UBP Investment Advisors SA acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $3,587,000.

iShares Core S&P 500 ETF stock opened at $278.03 on Friday. iShares Core S&P 500 ETF has a 1 year low of $254.77 and a 1 year high of $296.69.

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were given a dividend of $1.2774 per share. The ex-dividend date was Wednesday, September 26th. This represents a $5.11 annualized dividend and a dividend yield of 1.84%.

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.

Further Reading: Ex-Dividend

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV).

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

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