Moneywise Inc. reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 49.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,203 shares of the ETF’s stock after selling 2,132 shares during the quarter. iShares Core S&P 500 ETF makes up about 1.6% of Moneywise Inc.’s portfolio, making the stock its 21st largest position. Moneywise Inc.’s holdings in iShares Core S&P 500 ETF were worth $1,687,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IVV. Tucker Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 32.8% during the 3rd quarter. Tucker Asset Management LLC now owns 1,905 shares of the ETF’s stock valued at $1,459,000 after acquiring an additional 471 shares during the last quarter. Bauman Advisory Group LLC lifted its stake in shares of iShares Core S&P 500 ETF by 23.5% in the 3rd quarter. Bauman Advisory Group LLC now owns 488 shares of the ETF’s stock valued at $374,000 after purchasing an additional 93 shares during the period. Garde Capital Inc. boosted its position in shares of iShares Core S&P 500 ETF by 18.7% in the 3rd quarter. Garde Capital Inc. now owns 1,109 shares of the ETF’s stock worth $849,000 after purchasing an additional 175 shares during the last quarter. Next Level Wealth Planning LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Next Level Wealth Planning LLC now owns 2,434 shares of the ETF’s stock worth $1,864,000 after purchasing an additional 28 shares during the last quarter. Finally, Frederick Financial Consultants LLC boosted its position in shares of iShares Core S&P 500 ETF by 7.5% in the 3rd quarter. Frederick Financial Consultants LLC now owns 2,730 shares of the ETF’s stock worth $2,091,000 after purchasing an additional 191 shares during the last quarter. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Stock Up 0.3%
Shares of iShares Core S&P 500 ETF stock opened at $757.88 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03. The business has a fifty day simple moving average of $770.40 and a 200 day simple moving average of $732.42. The stock has a market cap of $868.80 billion, a PE ratio of 25.10 and a beta of 1.00.
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.
See Also
- Five stocks we like better than iShares Core S&P 500 ETF
- Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand
- Franklin Templeton’s New ETFs Turn Stock Dividends Into Bitcoin—What’s the Catch?
- Apple’s Earnings Beat Comes With a Catch for Investors Heading Into the Holidays
- Palantir’s $2.3 Billion Quarter Puts Its Premium Valuation to the Test
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
