JFS Wealth Advisors LLC Trims Position in iShares Core S&P 500 ETF $IVV

JFS Wealth Advisors LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 75,605 shares of the company’s stock after selling 1,752 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.0% of JFS Wealth Advisors LLC’s portfolio, making the stock its 7th largest holding. JFS Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $50,602,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of IVV. Nvwm LLC increased its holdings in iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares during the period. Winnow Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $61,000. Conquis Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $82,000. Your Advocates Ltd. LLP increased its stake in shares of iShares Core S&P 500 ETF by 51.6% in the second quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock valued at $86,000 after buying an additional 47 shares during the period. Finally, Darwin Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at about $92,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $690.51 on Wednesday. The business has a 50-day moving average of $690.72 and a 200-day moving average of $676.11. The company has a market capitalization of $759.01 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.

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. 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.