iShares Core S&P 500 ETF $IVV is Strata Wealth Advisors LLC’s 9th Largest Position

Strata Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,613 shares of the company’s stock after selling 1,937 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.5% of Strata Wealth Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Strata Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $5,765,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Nvwm LLC grew its position in shares of iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after acquiring an additional 40 shares during the period. Winnow Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the third quarter valued at approximately $61,000. Conquis Financial LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at $82,000. Your Advocates Ltd. LLP grew its holdings in iShares Core S&P 500 ETF by 51.6% during the second quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock valued at $86,000 after purchasing an additional 47 shares during the period. Finally, Rice Partnership LLC increased its position in iShares Core S&P 500 ETF by 30.4% in the third quarter. Rice Partnership LLC now owns 146 shares of the company’s stock worth $98,000 after buying an additional 34 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $690.51 on Wednesday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The business’s fifty day moving average price is $690.72 and its 200-day moving average price is $676.11. The stock has a market capitalization of $759.01 billion, a PE ratio of 25.10 and a beta of 1.00.

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.