Atlas Private Wealth Advisors Trims Holdings in iShares Core S&P 500 ETF $IVV

Atlas Private Wealth Advisors trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 51.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,111 shares of the company’s stock after selling 1,166 shares during the quarter. Atlas Private Wealth Advisors’ holdings in iShares Core S&P 500 ETF were worth $744,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in IVV. Falcon Wealth Planning boosted its stake in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares in the last quarter. Atwood & Palmer Inc. lifted its stake in iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after acquiring an additional 15 shares in the last quarter. Balanced Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the period. Finally, Wealth Watch Advisors INC increased its position in iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after buying an additional 16 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $695.03 on Friday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97. The stock has a market cap of $761.58 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average of $689.02 and a 200-day moving average of $668.92.

iShares Core S&P 500 ETF 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.