iShares Core S&P 500 ETF $IVV is Outlook Wealth Advisors LLC’s Largest Position

Outlook Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 32,136 shares of the company’s stock after selling 933 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.4% of Outlook Wealth Advisors LLC’s investment portfolio, making the stock its biggest position. Outlook Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $21,509,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Americana Partners LLC grew its holdings in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after acquiring an additional 1,187 shares during the last quarter. Forza Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Fonville Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the period. Fortitude Family Office LLC lifted its stake in iShares Core S&P 500 ETF by 13.4% in the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after buying an additional 5,800 shares during the period. Finally, Community Trust & Investment Co. increased its stake in shares of iShares Core S&P 500 ETF by 29.9% in the 3rd quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock valued at $2,887,000 after acquiring an additional 992 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.1%

IVV opened at $688.32 on Thursday. The stock has a market cap of $758.77 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $699.17. The company has a fifty day simple moving average of $684.98 and a 200 day simple moving average of $665.82.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.