iShares Core S&P 500 ETF $IVV Shares Sold by Topel & Distasi Wealth Management LLC

Topel & Distasi Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,579 shares of the company’s stock after selling 1,312 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.2% of Topel & Distasi Wealth Management LLC’s holdings, making the stock its 26th biggest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,395,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $331,591,000. Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares during the period. Ethic Inc. raised its holdings in iShares Core S&P 500 ETF by 42.5% in the second quarter. Ethic Inc. now owns 1,378 shares of the company’s stock valued at $851,000 after acquiring an additional 411 shares in the last quarter. Finally, Collaborative Wealth Managment Inc. raised its holdings in iShares Core S&P 500 ETF by 5.7% in the second quarter. Collaborative Wealth Managment Inc. now owns 1,269 shares of the company’s stock valued at $788,000 after acquiring an additional 68 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.7%

NYSEARCA IVV opened at $692.50 on Monday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm has a 50 day moving average of $690.48 and a two-hundred day moving average of $675.40. The stock has a market capitalization of $761.20 billion, a PE ratio of 25.10 and a beta of 1.00.

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.