DWR Wealth Management LLC Sells 1,257 Shares of iShares Core S&P 500 ETF $IVV

DWR Wealth Management LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,234 shares of the ETF’s stock after selling 1,257 shares during the period. iShares Core S&P 500 ETF makes up approximately 12.9% of DWR Wealth Management LLC’s portfolio, making the stock its largest position. DWR Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $17,291,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Keenan LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $26,000. Punch & Associates Investment Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after buying an additional 14 shares in the last quarter. Decker Retirement Planning Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $29,000. GS Investments Inc. increased its stake in shares of iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after buying an additional 20 shares during the period. Finally, Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $38,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.2%

Shares of iShares Core S&P 500 ETF stock opened at $772.13 on Friday. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $780.64. The company has a market capitalization of $896.87 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average of $749.71 and a 200 day moving average of $715.30.

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.