Strategies Wealth Advisors LLC Reduces Position in iShares Core S&P 500 ETF $IVV

Strategies Wealth Advisors LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 25.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 6,852 shares of the company’s stock after selling 2,300 shares during the period. iShares Core S&P 500 ETF accounts for 0.5% of Strategies Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest holding. Strategies Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,586,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Falcon Wealth Planning increased its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after purchasing an additional 15 shares during the period. Atwood & Palmer Inc. boosted its position 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 buying an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. boosted its position in iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after buying an additional 15 shares during the last quarter. Balanced Wealth Group LLC increased its holdings in iShares Core S&P 500 ETF by 0.8% in 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, Nicollet Investment Management Inc. raised its position in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 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 Down 0.4%

Shares of NYSEARCA IVV opened at $689.38 on Friday. The company has a 50 day simple moving average of $691.61 and a two-hundred day simple moving average of $676.93. The stock has a market cap of $757.77 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97.

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.