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

HighMark Wealth Management LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 0.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 109,177 shares of the company’s stock after selling 980 shares during the quarter. iShares Core S&P 500 ETF comprises 32.2% of HighMark Wealth Management LLC’s holdings, making the stock its largest position. HighMark Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $73,090,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Seascape Capital Management raised its stake in iShares Core S&P 500 ETF by 5.1% in the 3rd quarter. Seascape Capital Management now owns 1,601 shares of the company’s stock valued at $1,071,000 after purchasing an additional 77 shares during the last quarter. Ocean Park Asset Management LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth $3,782,000. Shira Ridge Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 20.1% during the third quarter. Shira Ridge Wealth Management now owns 431 shares of the company’s stock worth $289,000 after buying an additional 72 shares in the last quarter. Balance Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 66.0% during the third quarter. Balance Wealth LLC now owns 1,019 shares of the company’s stock worth $682,000 after buying an additional 405 shares in the last quarter. Finally, Trail Ridge Investment Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 2.4% in the third quarter. Trail Ridge Investment Advisors LLC now owns 17,313 shares of the company’s stock valued at $11,588,000 after buying an additional 402 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.7%

NYSEARCA:IVV opened at $684.94 on Friday. The company has a market cap of $718.84 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $694.70. The company’s 50-day moving average price is $682.46 and its 200-day moving average price is $657.56.

About iShares Core S&P 500 ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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