Diversified Portfolios Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,057 shares of the company’s stock after selling 322 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 2.5% of Diversified Portfolios Inc.’s investment portfolio, making the stock its 10th largest holding. Diversified Portfolios Inc.’s holdings in iShares Core S&P 500 ETF were worth $21,952,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in IVV. Proffitt & Goodson Inc. boosted its position in iShares Core S&P 500 ETF by 21.2% in the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after purchasing an additional 18 shares in the last quarter. TruWealth Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares during the period. Lewis Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the last quarter. Finally, Global Trust Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 5.3% in the 2nd quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock valued at $207,000 after purchasing an additional 19 shares during the last quarter.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV traded down $2.39 during trading hours on Thursday, hitting $597.81. 831,715 shares of the company’s stock traded hands, compared to its average volume of 5,057,277. The firm’s 50-day moving average is $576.78 and its 200-day moving average is $554.74. iShares Core S&P 500 ETF has a 52-week low of $450.19 and a 52-week high of $603.09. The company has a market capitalization of $515.85 billion, a PE ratio of 25.23 and a beta of 0.99.
About iShares Core S&P 500 ETF
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.
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