iShares Core S&P 500 ETF $IVV is Centennial Wealth Advisory LLC’s 8th Largest Position

Centennial Wealth Advisory LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 36.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,356 shares of the company’s stock after selling 11,005 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.1% of Centennial Wealth Advisory LLC’s investment portfolio, making the stock its 8th largest position. Centennial Wealth Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $12,646,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Anchor Investment Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC raised its holdings in 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 worth $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after purchasing an additional 15 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its position in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares in the last quarter. Finally, Gratus Wealth Advisors LLC grew its holdings in 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 valued at $3,272,000 after purchasing an additional 15 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

Shares of IVV opened at $736.50 on Friday. The business has a 50-day simple moving average of $738.11 and a two-hundred day simple moving average of $702.26. The stock has a market cap of $813.28 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $611.28 and a 52 week high of $764.00.

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.