Vertex Planning Partners LLC Trims Holdings in iShares Core S&P 500 ETF $IVV

Vertex Planning Partners LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.8% in the second quarter, HoldingsChannel reports. The fund owned 8,882 shares of the company’s stock after selling 862 shares during the period. iShares Core S&P 500 ETF accounts for 1.2% of Vertex Planning Partners LLC’s portfolio, making the stock its 20th biggest holding. Vertex Planning Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $5,515,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the business. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its position in iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after acquiring an additional 974 shares in the last quarter. RWA Wealth Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 5.0% in the second quarter. RWA Wealth Partners LLC now owns 188,694 shares of the company’s stock worth $117,160,000 after purchasing an additional 9,023 shares during the last quarter. Tradewinds LLC. lifted its holdings in shares of iShares Core S&P 500 ETF by 9.1% during the second quarter. Tradewinds LLC. now owns 2,842 shares of the company’s stock valued at $1,765,000 after purchasing an additional 237 shares in the last quarter. Beutel Goodman & Co Ltd. bought a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at $660,000. Finally, Cascade Financial Partners LLC increased its holdings in iShares Core S&P 500 ETF by 1.0% in the 1st quarter. Cascade Financial Partners LLC now owns 50,405 shares of the company’s stock worth $28,323,000 after buying an additional 502 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $689.11 on Monday. The firm has a market cap of $723.22 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day simple moving average of $676.16 and a two-hundred day simple moving average of $646.25. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07.

iShares Core S&P 500 ETF Company 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.