Breakthru Advisory Services LLC Sells 35,558 Shares of iShares Core S&P 500 ETF $IVV

Breakthru Advisory Services LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 90.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,886 shares of the company’s stock after selling 35,558 shares during the period. iShares Core S&P 500 ETF makes up 4.1% of Breakthru Advisory Services LLC’s portfolio, making the stock its 7th biggest position. Breakthru Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $2,538,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Anchor Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the period. Wealth Effects LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its position in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. Finally, Gratus Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after purchasing an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $747.78 on Tuesday. The firm has a 50 day simple moving average of $735.30 and a 200 day simple moving average of $701.23. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00. The stock has a market cap of $825.74 billion, a P/E ratio of 25.10 and a beta of 1.00.

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. 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.