iShares Core S&P 500 ETF (NYSEARCA:IVV) is Defined Wealth Management LLC’s 6th Largest Position

Defined Wealth Management LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 9,035 shares of the company’s stock after selling 21 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.4% of Defined Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Defined Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,944,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of IVV. Russell Investments Group Ltd. increased its holdings in iShares Core S&P 500 ETF by 26.5% in the 4th quarter. Russell Investments Group Ltd. now owns 215 shares of the company’s stock worth $103,000 after buying an additional 45 shares in the last quarter. Vantage Financial Partners LLC increased its holdings in iShares Core S&P 500 ETF by 45.3% in the 4th quarter. Vantage Financial Partners LLC now owns 37,601 shares of the company’s stock worth $17,959,000 after buying an additional 11,715 shares in the last quarter. Accretive Wealth Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 4.4% during the 4th quarter. Accretive Wealth Partners LLC now owns 1,524 shares of the company’s stock valued at $728,000 after purchasing an additional 64 shares during the period. Kovitz Investment Group Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.8% during the 4th quarter. Kovitz Investment Group Partners LLC now owns 8,334 shares of the company’s stock valued at $3,980,000 after purchasing an additional 149 shares during the period. Finally, American Planning Services Inc. bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $201,000.

iShares Core S&P 500 ETF Stock Down 0.3 %

iShares Core S&P 500 ETF stock opened at $552.52 on Friday. The business has a 50-day simple moving average of $552.58 and a two-hundred day simple moving average of $532.95. The company has a market cap of $476.77 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $411.02 and a 52-week high of $568.24.

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.