iShares Core S&P 500 ETF $IVV Stock Holdings Lowered by Unique Wealth LLC

Unique Wealth LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.4% in the third quarter, Holdings Channel.com reports. The fund owned 89,252 shares of the company’s stock after selling 9,302 shares during the period. iShares Core S&P 500 ETF makes up about 8.8% of Unique Wealth LLC’s investment portfolio, making the stock its largest position. Unique Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $59,737,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in IVV. PDS Planning Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 1.6% during the third quarter. PDS Planning Inc now owns 150,973 shares of the company’s stock valued at $101,046,000 after purchasing an additional 2,418 shares in the last quarter. Morris Financial Concepts Inc. raised its position in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Morris Financial Concepts Inc. now owns 60,761 shares of the company’s stock worth $40,667,000 after buying an additional 558 shares during the last quarter. Quattro Financial Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 14.9% during the 3rd quarter. Quattro Financial Advisors LLC now owns 1,046 shares of the company’s stock valued at $700,000 after acquiring an additional 136 shares during the period. Kooman & Associates boosted its holdings in shares of iShares Core S&P 500 ETF by 0.6% during the 3rd quarter. Kooman & Associates now owns 20,783 shares of the company’s stock valued at $13,910,000 after acquiring an additional 129 shares during the last quarter. Finally, Crowley Wealth Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 54.5% in the third quarter. Crowley Wealth Management Inc. now owns 689 shares of the company’s stock worth $461,000 after acquiring an additional 243 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.2%

IVV opened at $686.19 on Monday. The stock has a market capitalization of $761.71 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day moving average price of $682.57 and a 200-day moving average price of $658.97. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $694.70.

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.