iShares Core S&P 500 ETF $IVV Stock Holdings Lowered by Capital Advisors Wealth Management LLC

Capital Advisors Wealth Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% during the second quarter, Holdings Channel reports. The fund owned 60,253 shares of the company’s stock after selling 2,029 shares during the quarter. iShares Core S&P 500 ETF makes up 5.9% of Capital Advisors Wealth Management LLC’s holdings, making the stock its 2nd largest holding. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $37,411,000 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. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the first quarter worth about $28,000. Nvwm LLC lifted its holdings in iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after acquiring an additional 40 shares during the period. Hager Investment Management Services LLC acquired a new position in iShares Core S&P 500 ETF in the second quarter valued at approximately $61,000. Rice Partnership LLC boosted its position in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares in the last quarter. Finally, Wealth Preservation Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth approximately $76,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $687.85 on Friday. The company has a 50 day moving average price of $675.67 and a 200-day moving average price of $644.84. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.07. The firm has a market cap of $721.90 billion, a price-to-earnings 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.