iShares Core S&P 500 ETF $IVV Shares Sold by Sonoma Allocations LLC

Sonoma Allocations LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,165 shares of the ETF’s stock after selling 3,379 shares during the period. iShares Core S&P 500 ETF comprises 13.7% of Sonoma Allocations LLC’s holdings, making the stock its largest position. Sonoma Allocations LLC’s holdings in iShares Core S&P 500 ETF were worth $36,241,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Punch & Associates Investment Management Inc. grew its stake in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the last quarter. Wealth Effects LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after purchasing an additional 15 shares during the last quarter. West Wealth Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after purchasing an additional 15 shares during the period. Finally, Gratus Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after buying an additional 15 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

iShares Core S&P 500 ETF stock opened at $776.73 on Friday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $780.64. The stock’s 50 day simple moving average is $750.05 and its two-hundred day simple moving average is $715.73. The firm has a market cap of $902.21 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.