Vision Capital Management Inc. Has $82.06 Million Stock Position in iShares Core S&P 500 ETF $IVV

Vision Capital Management Inc. trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 122,609 shares of the company’s stock after selling 1,489 shares during the period. iShares Core S&P 500 ETF comprises approximately 10.1% of Vision Capital Management Inc.’s investment portfolio, making the stock its largest holding. Vision Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $82,062,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC raised its stake in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the period. Jones Financial Companies Lllp raised its stake in shares of iShares Core S&P 500 ETF by 18.5% in the first quarter. Jones Financial Companies Lllp now owns 14,282,483 shares of the company’s stock valued at $7,971,434,000 after buying an additional 2,230,832 shares during the period. AdviceOne Advisory Services LLC lifted its position in shares of iShares Core S&P 500 ETF by 3.9% during the 1st quarter. AdviceOne Advisory Services LLC now owns 934 shares of the company’s stock valued at $525,000 after buying an additional 35 shares during the last quarter. Finally, Cullen Investment Group LTD. lifted its position in shares of iShares Core S&P 500 ETF by 30.7% during the 2nd quarter. Cullen Investment Group LTD. now owns 1,489 shares of the company’s stock valued at $925,000 after buying an additional 350 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.7%

NYSEARCA IVV opened at $697.08 on Friday. The company has a market cap of $763.20 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $698.37. The firm’s 50-day simple moving average is $683.17 and its two-hundred day simple moving average is $661.77.

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.